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Sandy Spring Bank’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sandy Spring Bank’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.3M Buy
156,172
+85,901
+122% +$8.37M 0.6% 36
2024
Q4 		$6.92M Buy
+70,271
New +$7.28M 0.28% 73

Other funds holding XMHQ

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sandy Spring Bank increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 122% in Q1 2025, buying an estimated $8.37M and bringing the position to 156,172 shares worth $14.3M. The position accounts for 0.6% of the portfolio, ranked #36.

Sandy Spring Bank first reported a position in XMHQ in Q4 2024 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Sandy Spring Bank held 156,172 shares of Invesco S&P MidCap Quality ETF worth $14.3M as of Q1 2025.
  • Sandy Spring Bank bought 85,901 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $8.37M.
  • Invesco S&P MidCap Quality ETF made up 0.6% of Sandy Spring Bank's portfolio in Q1 2025, its #36 holding.
  • Sandy Spring Bank first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

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