SWM
SASR

Spire Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Spire Wealth Management’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,024
Closed -$140K – 2611
2025
Q1 		$140K Hold
5,024
– – ﹤0.01% 922
2024
Q4 		$169K Sell
5,024
-1,638
-25% -$57.2K 0.01% 868
2024
Q3 		$209K Hold
6,662
– – 0.01% 717
2024
Q2 		$162K Hold
6,662
– – 0.01% 765
2024
Q1 		$154K Hold
6,662
– – ﹤0.01% 854
2023
Q4 		$171K Hold
6,662
– – 0.01% 805
2023
Q3 		$143K Hold
6,662
– – 0.01% 818
2023
Q2 		$151K Hold
6,662
– – 0.01% 816
2023
Q1 		$173K Buy
+6,662
New +$214K 0.01% 775
2022
Q3 		– Sell
-2,799
Closed -$109K – 2661
2022
Q2 		$109K Sell
2,799
-6,077
-68% -$248K ﹤0.01% 1005
2022
Q1 		$399K Hold
8,876
– – 0.01% 634
2021
Q4 		$427K Hold
8,876
– – 0.01% 753
2021
Q3 		$407K Hold
8,876
– – 0.01% 660
2021
Q2 		$392K Hold
8,876
– – 0.01% 692
2021
Q1 		$385K Buy
+8,876
New +$337K 0.01% 759

Other funds holding SASR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's SASR Position: Q2 2025 in Review

Spire Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 5,024 shares — an estimated $140K sold.

Spire Wealth Management first reported a position in SASR in Q1 2021 and held it in 15 quarters. The position peaked at $427K in Q4 2021. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Spire Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 5,024 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $140K.
  • Spire Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Sandy Spring Bancorp Inc position peaked at $427K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.