SSB
WFH

Sandy Spring Bank’s Direxion Work From Home ETF WFH Stock Holding History

Sandy Spring Bank’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-264
Closed -$17K – 1315
2024
Q4 		$17K Hold
264
– – ﹤0.01% 777
2024
Q3 		$15.4K Hold
264
– – ﹤0.01% 791
2024
Q2 		$14.5K Hold
264
– – ﹤0.01% 818
2024
Q1 		$14.9K Hold
264
– – ﹤0.01% 795
2023
Q4 		$14.4K Hold
264
– – ﹤0.01% 764
2023
Q3 		$12.5K Buy
+264
New +$13.1K ﹤0.01% 781
2023
Q1 		– Sell
-125
Closed -$5.06K – 1210
2022
Q4 		$5.06K Hold
125
– – ﹤0.01% 923
2022
Q3 		$5K Hold
125
– – ﹤0.01% 939
2022
Q2 		$6K Hold
125
– – ﹤0.01% 930
2022
Q1 		$8K Hold
125
– – ﹤0.01% 905
2021
Q4 		$9K Hold
125
– – ﹤0.01% 935
2021
Q3 		$9K Hold
125
– – ﹤0.01% 902
2021
Q2 		$9K Hold
125
– – ﹤0.01% 918
2021
Q1 		$9K Hold
125
– – ﹤0.01% 812
2020
Q4 		$8K Hold
125
– – ﹤0.01% 786
2020
Q3 		$7K Buy
+125
New +$6.69K ﹤0.01% 723

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Sandy Spring Bank sold out of Direxion Work From Home ETF (WFH) in Q1 2025, closing a stake of 264 shares — an estimated $17K sold.

Sandy Spring Bank first reported a position in WFH in Q3 2020 and held it in 16 quarters. The position peaked at $17K in Q4 2024. 15 funds tracked by Wall St. Rank hold WFH as of Q1 2025.

  • Sandy Spring Bank reported no remaining Direxion Work From Home ETF position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 264 Direxion Work From Home ETF shares in Q1 2025, an estimated $17K.
  • Sandy Spring Bank first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 16 quarters.
  • Sandy Spring Bank's Direxion Work From Home ETF position peaked at $17K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2025.

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