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XSLV icon

Sandy Spring Bank’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sandy Spring Bank’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-750
Closed -$29.6K – 1235
2023
Q3 		$29.6K Buy
+750
New +$30.8K ﹤0.01% 638
2020
Q1 		– Sell
-2,366
Closed -$120K – 958
2019
Q4 		$120K Hold
2,366
– – 0.01% 348
2019
Q3 		$116K Buy
+2,366
New +$114K 0.01% 353

Other funds holding XSLV

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $210M AUM 10.47% 1-Year Est. Return

Sandy Spring Bank's XSLV Position: Q4 2023 in Review

Sandy Spring Bank sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2023, closing a stake of 750 shares — an estimated $29.6K sold.

Sandy Spring Bank first reported a position in XSLV in Q3 2019 and held it in 3 quarters. The position peaked at $120K in Q4 2019. 131 funds tracked by Wall St. Rank hold XSLV as of Q4 2023.

  • Sandy Spring Bank reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 750 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2023, an estimated $29.6K.
  • Sandy Spring Bank first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2019 and held it in 3 quarters.
  • Sandy Spring Bank's Invesco S&P SmallCap Low Volatility ETF position peaked at $120K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.