Sandy Spring Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.06K	Hold	121	–	–	﹤0.01%	942
2024 Q4	$4.92K	Hold	121	–	–	﹤0.01%	970
2024 Q3	$5.41K	Hold	121	–	–	﹤0.01%	951
2024 Q2	$4.65K	Sell	121 -138	-53%	-$5.2K	﹤0.01%	996
2024 Q1	$10.2K	Buy	259 +138	+114%	+$5.37K	﹤0.01%	849
2023 Q4	$4.85K	Hold	121	–	–	﹤0.01%	917
2023 Q3	$4.12K	Sell	121 -1,150	-90%	-$42.6K	﹤0.01%	950
2023 Q2	$47.9K	Buy	1,271 +1,020	+406%	+$37.6K	﹤0.01%	554
2023 Q1	$9.38K	Buy	251 +101	+67%	+$3.88K	﹤0.01%	836
2022 Q4	$5.54K	Buy	150 +29	+24%	+$1.07K	﹤0.01%	912
2022 Q3	$4K	Hold	121	–	–	﹤0.01%	971
2022 Q2	$5K	Hold	121	–	–	﹤0.01%	956
2022 Q1	$6K	Sell	121 -430	-78%	-$20.2K	﹤0.01%	950
2021 Q4	$29K	Sell	551 -755	-58%	-$36.3K	﹤0.01%	690
2021 Q3	$58K	Buy	1,306 +1,185	+979%	+$55.1K	﹤0.01%	527
2021 Q2	$5K	Hold	121	–	–	﹤0.01%	989
2021 Q1	$5K	Sell	121 -25	-17%	-$940	﹤0.01%	886
2020 Q4	$5K	Hold	146	–	–	﹤0.01%	834
2020 Q3	$5K	Sell	146 -18	-11%	-$642	﹤0.01%	758
2020 Q2	$6K	Sell	164 -333	-67%	-$11.3K	﹤0.01%	756
2020 Q1	$15K	Sell	497 -100	-17%	-$3.73K	﹤0.01%	619
2019 Q4	$23K	Hold	597	–	–	﹤0.01%	597
2019 Q3	$23K	Hold	597	–	–	﹤0.01%	598
2019 Q2	$22K	Sell	597 -278	-32%	-$10.2K	﹤0.01%	597
2019 Q1	$32K	Hold	875	–	–	﹤0.01%	506
2018 Q4	$27K	Sell	875 -139	-14%	-$4.5K	﹤0.01%	528
2018 Q3	$34K	Sell	1,014 -288	-22%	-$9.55K	﹤0.01%	513
2018 Q2	$43K	Sell	1,302 -194	-13%	-$6.07K	﹤0.01%	485
2018 Q1	$46K	Hold	1,496	–	–	﹤0.01%	481
2017 Q4	$50K	Sell	1,496 -515	-26%	-$17K	﹤0.01%	449
2017 Q3	$65K	Sell	2,011 -1,004	-33%	-$32.6K	0.01%	408
2017 Q2	$101K	Sell	3,015 -893	-23%	-$28.6K	0.01%	356
2017 Q1	$128K	Sell	3,908 -17,865	-82%	-$557K	0.01%	329
2016 Q4	$674K	Buy	21,773 +17,209	+377%	+$527K	0.07%	206
2016 Q3	$150K	Buy	+4,564	New	+$153K	0.02%	312

Other funds holding XLRE

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

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

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

Sandy Spring Bank held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2025 at 121 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Sandy Spring Bank first reported a position in XLRE in Q3 2016 and has held it in 35 quarters since. The position peaked at $674K in Q4 2016. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Sandy Spring Bank held 121 shares of State Street Real Estate Select Sector SPDR ETF worth $5.06K as of Q1 2025.
Sandy Spring Bank left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2025.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #942 holding.
Sandy Spring Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 35 quarters since.
Sandy Spring Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $674K in Q4 2016.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

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