Sandy Spring Bank’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$870K	Sell	10,658 -149	-1%	-$11.9K	0.04%	236
2024 Q4	$850K	Sell	10,807 -208	-2%	-$16.9K	0.03%	245
2024 Q3	$914K	Sell	11,015 -86	-0.8%	-$6.91K	0.04%	234
2024 Q2	$850K	Sell	11,101 -1,221	-10%	-$93.1K	0.04%	243
2024 Q1	$941K	Sell	12,322 -280	-2%	-$20.7K	0.04%	225
2023 Q4	$908K	Hold	12,602	–	–	0.05%	226
2023 Q3	$867K	Buy	12,602 +385	+3%	+$28.2K	0.05%	219
2023 Q2	$906K	Hold	12,217	–	–	0.05%	222
2023 Q1	$913K	Sell	12,217 -444	-4%	-$32.5K	0.05%	216
2022 Q4	$944K	Buy	12,661 +263	+2%	+$19.2K	0.06%	209
2022 Q3	$827K	Buy	12,398 +12,362	+34,339%	+$906K	0.05%	216
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	1027
2022 Q1	$3K	Sell	36 -150	-81%	-$11.3K	﹤0.01%	1040
2021 Q4	$14K	Sell	186 -225	-55%	-$16.3K	﹤0.01%	845
2021 Q3	$28K	Hold	411	–	–	﹤0.01%	695
2021 Q2	$29K	Buy	411 +261	+174%	+$18.3K	﹤0.01%	702
2021 Q1	$10K	Sell	150 -100	-40%	-$6.58K	﹤0.01%	798
2020 Q4	$17K	Hold	250	–	–	﹤0.01%	664
2020 Q3	$16K	Hold	250	–	–	﹤0.01%	622
2020 Q2	$15K	Hold	250	–	–	﹤0.01%	649
2020 Q1	$14K	Hold	250	–	–	﹤0.01%	630
2019 Q4	$16K	Sell	250 -125	-33%	-$7.7K	﹤0.01%	655
2019 Q3	$23K	Sell	375 -300	-44%	-$18K	﹤0.01%	597
2019 Q2	$39K	Sell	675 -300	-31%	-$17.2K	﹤0.01%	501
2019 Q1	$55K	Sell	975 -200	-17%	-$10.7K	﹤0.01%	435
2018 Q4	$60K	Hold	1,175	–	–	0.01%	419
2018 Q3	$63K	Sell	1,175 -125	-10%	-$6.71K	0.01%	429
2018 Q2	$67K	Sell	1,300 -769	-37%	-$39K	0.01%	429
2018 Q1	$109K	Sell	2,069 -400	-16%	-$22K	0.01%	365
2017 Q4	$140K	Hold	2,469	–	–	0.01%	318
2017 Q3	$133K	Sell	2,469 -750	-23%	-$41.2K	0.01%	320
2017 Q2	$177K	Sell	3,219 -1,300	-29%	-$72.3K	0.02%	303
2017 Q1	$247K	Sell	4,519 -1,164	-20%	-$62.6K	0.02%	271
2016 Q4	$294K	Buy	5,683 +121	+2%	+$6.27K	0.03%	256
2016 Q3	$296K	Sell	5,562 -355	-6%	-$19.3K	0.03%	251
2016 Q2	$326K	Sell	5,917 -1,431	-19%	-$76.1K	0.04%	243
2016 Q1	$390K	Buy	7,348 +1,672	+29%	+$84.9K	0.04%	227
2015 Q4	$287K	Hold	5,676	–	–	0.03%	249
2015 Q3	$268K	Hold	5,676	–	–	0.03%	256
2015 Q2	$270K	Hold	5,676	–	–	0.03%	261
2015 Q1	$277K	Hold	5,676	–	–	0.03%	258
2014 Q4	$275K	Hold	5,676	–	–	0.03%	239
2014 Q3	$256K	Sell	5,676 -200	-3%	-$8.97K	0.03%	258
2014 Q2	$262K	Hold	5,876	–	–	0.03%	253
2014 Q1	$253K	Hold	5,876	–	–	0.04%	238
2013 Q4	$253K	Hold	5,876	–	–	0.04%	239
2013 Q3	$234K	Buy	5,876 +4,176	+246%	+$170K	0.03%	234
2013 Q2	$67K	Buy	+1,700	New	+$69.2K	0.01%	314

Other funds holding XLP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

Sandy Spring Bank reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q1 2025, selling an estimated $11.9K and leaving 10,658 shares worth $870K. The position accounts for 0.04% of the portfolio, ranked #236.

Sandy Spring Bank first reported a position in XLP in Q2 2013 and has held it in 48 quarters since. The position peaked at $944K in Q4 2022. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Sandy Spring Bank held 10,658 shares of State Street Consumer Staples Select Sector SPDR ETF worth $870K as of Q1 2025.
Sandy Spring Bank sold 149 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $11.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Sandy Spring Bank's portfolio in Q1 2025, its #236 holding.
Sandy Spring Bank first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's State Street Consumer Staples Select Sector SPDR ETF position peaked at $944K in Q4 2022.
1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

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