Sandy Spring Bank’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sandy Spring Bank’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$236K	Sell	3,592 -97	-3%	-$6.71K	0.01%	344
2024 Q4	$254K	Hold	3,689	–	–	0.01%	342
2024 Q3	$249K	Sell	3,689 -215	-6%	-$14K	0.01%	355
2024 Q2	$250K	Sell	3,904 -35	-0.9%	-$2.15K	0.01%	345
2024 Q1	$242K	Buy	3,939 +314	+9%	+$18.4K	0.01%	349
2023 Q4	$203K	Buy	3,625 +9	+0.2%	+$472	0.01%	360
2023 Q3	$182K	Buy	3,616 +97	+3%	+$5.07K	0.01%	356
2023 Q2	$183K	Buy	3,519 +3,452	+5,152%	+$170K	0.01%	353
2023 Q1	$3.23K	Buy	+67	New	+$3.14K	﹤0.01%	987
2020 Q3	–	Sell	-667	Closed	-$24K	–	981
2020 Q2	$24K	Buy	+667	New	+$22.9K	﹤0.01%	578

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's SPYM Position: Q1 2025 in Review

Sandy Spring Bank reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.6% in Q1 2025, selling an estimated $6.71K and leaving 3,592 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #344.

Sandy Spring Bank first reported a position in SPYM in Q2 2020 and has held it in 10 quarters since. The position peaked at $254K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

Sandy Spring Bank held 3,592 shares of State Street SPDR Portfolio S&P 500 ETF worth $236K as of Q1 2025.
Sandy Spring Bank sold 97 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $6.71K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #344 holding.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 10 quarters since.
Sandy Spring Bank's State Street SPDR Portfolio S&P 500 ETF position peaked at $254K in Q4 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.