Sandy Spring Bank’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$88.8K	Sell	905 -40	-4%	-$3.92K	﹤0.01%	465
2024 Q4	$85.2K	Hold	945	–	–	﹤0.01%	485
2024 Q3	$91.6K	Hold	945	–	–	﹤0.01%	476
2024 Q2	$84.9K	Hold	945	–	–	﹤0.01%	482
2024 Q1	$89.6K	Hold	945	–	–	﹤0.01%	482
2023 Q4	$84.1K	Hold	945	–	–	﹤0.01%	476
2023 Q3	$78.6K	Hold	945	–	–	﹤0.01%	467
2023 Q2	$88.6K	Hold	945	–	–	﹤0.01%	450
2023 Q1	$81.7K	Hold	945	–	–	﹤0.01%	460
2022 Q4	$80.1K	Hold	945	–	–	﹤0.01%	455
2022 Q3	$83K	Hold	945	–	–	0.01%	441
2022 Q2	$78K	Hold	945	–	–	﹤0.01%	445
2022 Q1	$96K	Hold	945	–	–	﹤0.01%	428
2021 Q4	$100K	Hold	945	–	–	﹤0.01%	443
2021 Q3	$98K	Hold	945	–	–	0.01%	431
2021 Q2	$108K	Hold	945	–	–	0.01%	413
2021 Q1	$101K	Hold	945	–	–	0.01%	401
2020 Q4	$91K	Hold	945	–	–	0.01%	401
2020 Q3	$73K	Hold	945	–	–	0.01%	413
2020 Q2	$64K	Hold	945	–	–	﹤0.01%	422
2020 Q1	$54K	Hold	945	–	–	﹤0.01%	429
2019 Q4	$69K	Hold	945	–	–	0.01%	421
2019 Q3	$59K	Hold	945	–	–	﹤0.01%	443
2019 Q2	$63K	Hold	945	–	–	0.01%	432
2019 Q1	$61K	Sell	945 -385	-29%	-$25.9K	0.01%	419
2018 Q4	$83K	Hold	1,330	–	–	0.01%	384
2018 Q3	$102K	Hold	1,330	–	–	0.01%	375
2018 Q2	$92K	Hold	1,330	–	–	0.01%	390
2018 Q1	$84K	Hold	1,330	–	–	0.01%	398
2017 Q4	$82K	Hold	1,330	–	–	0.01%	374
2017 Q3	$81K	Hold	1,330	–	–	0.01%	374
2017 Q2	$86K	Hold	1,330	–	–	0.01%	377
2017 Q1	$77K	Hold	1,330	–	–	0.01%	390
2016 Q4	$70K	Buy	+1,330	New	+$69.6K	0.01%	398

Other funds holding XHS

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Sandy Spring Bank reduced its State Street SPDR S&P Health Care Services ETF (XHS) stake by 4.2% in Q1 2025, selling an estimated $3.92K and leaving 905 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Sandy Spring Bank first reported a position in XHS in Q4 2016 and has held it in 34 quarters since. The position peaked at $108K in Q2 2021. 48 funds tracked by Wall St. Rank hold XHS as of Q1 2025.

Sandy Spring Bank held 905 shares of State Street SPDR S&P Health Care Services ETF worth $88.8K as of Q1 2025.
Sandy Spring Bank sold 40 State Street SPDR S&P Health Care Services ETF shares in Q1 2025, an estimated $3.92K.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #465 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2016 and has held it in 34 quarters since.
Sandy Spring Bank's State Street SPDR S&P Health Care Services ETF position peaked at $108K in Q2 2021.
48 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2025.

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