Sandy Spring Bank’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$109K	Sell	681 -87	-11%	-$14.6K	﹤0.01%	434
2024 Q4	$127K	Hold	768	–	–	0.01%	419
2024 Q3	$121K	Hold	768	–	–	0.01%	435
2024 Q2	$108K	Hold	768	–	–	﹤0.01%	446
2024 Q1	$108K	Sell	768 -125	-14%	-$16.8K	﹤0.01%	451
2023 Q4	$121K	Hold	893	–	–	0.01%	416
2023 Q3	$100K	Hold	893	–	–	0.01%	435
2023 Q2	$109K	Hold	893	–	–	0.01%	428
2023 Q1	$104K	Hold	893	–	–	0.01%	428
2022 Q4	$98.3K	Hold	893	–	–	0.01%	427
2022 Q3	$82K	Hold	893	–	–	0.01%	442
2022 Q2	$90K	Hold	893	–	–	0.01%	429
2022 Q1	$111K	Hold	893	–	–	0.01%	408
2021 Q4	$104K	Hold	893	–	–	0.01%	435
2021 Q3	$107K	Hold	893	–	–	0.01%	414
2021 Q2	$118K	Sell	893 -25	-3%	-$3.21K	0.01%	401
2021 Q1	$115K	Hold	918	–	–	0.01%	384
2020 Q4	$105K	Hold	918	–	–	0.01%	382
2020 Q3	$80K	Hold	918	–	–	0.01%	398
2020 Q2	$80K	Hold	918	–	–	0.01%	386
2020 Q1	$70K	Hold	918	–	–	0.01%	388
2019 Q4	$100K	Hold	918	–	–	0.01%	374
2019 Q3	$98K	Hold	918	–	–	0.01%	380
2019 Q2	$95K	Hold	918	–	–	0.01%	377
2019 Q1	$84K	Sell	918 -60	-6%	-$5.38K	0.01%	383
2018 Q4	$77K	Hold	978	–	–	0.01%	392
2018 Q3	$97K	Hold	978	–	–	0.01%	380
2018 Q2	$85K	Hold	978	–	–	0.01%	401
2018 Q1	$85K	Sell	978 -195	-17%	-$16.9K	0.01%	395
2017 Q4	$98K	Hold	1,173	–	–	0.01%	350
2017 Q3	$94K	Sell	1,173 -175	-13%	-$13.1K	0.01%	347
2017 Q2	$95K	Hold	1,348	–	–	0.01%	365
2017 Q1	$90K	Hold	1,348	–	–	0.01%	364
2016 Q4	$85K	Buy	+1,348	New	+$82.7K	0.01%	366

Other funds holding XAR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sandy Spring Bank reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 11% in Q1 2025, selling an estimated $14.6K and leaving 681 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Sandy Spring Bank first reported a position in XAR in Q4 2016 and has held it in 34 quarters since. The position peaked at $127K in Q4 2024. 368 funds tracked by Wall St. Rank hold XAR as of Q1 2025.

Sandy Spring Bank held 681 shares of State Street SPDR S&P Aerospace & Defense ETF worth $109K as of Q1 2025.
Sandy Spring Bank sold 87 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2025, an estimated $14.6K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #434 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2016 and has held it in 34 quarters since.
Sandy Spring Bank's State Street SPDR S&P Aerospace & Defense ETF position peaked at $127K in Q4 2024.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2025.

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