Sandy Spring Bank historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 18 quarters from 2013-06-30 to 2025-03-31, Sandy Spring Bank opened 555 positions, added to 1,009, reduced 909 and sold out of 453.
- Q1 2025: Stock DON; Country of operation —; Class US MIDCAP DIVID; Shares before 525,366.
- Q1 2025: Stock SPY; Country of operation —; Class TR UNIT; Shares before 109,160.
- Q1 2025: Stock MDY; Country of operation —; Class UTSER1 S&PDCRP; Shares before 93,059.
- Q1 2025: Stock IUSG; Country of operation —; Class CORE S&P US GWT; Shares before 233,511.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1457833), 18 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | DON
WISDOMTREE TR | | US MIDCAP DIVID | 525,366 | 433,008 | -92,358 | $26,777,920 | $21,442,557 | -$5,335,363 | 2025-05-12 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TRUST | | TR UNIT | 109,160 | 106,906 | -2,254 | $63,976,238 | $59,802,228 | -$4,174,010 | 2025-05-12 |
|---|
| Q1 2025 | MDY
MIDCAP 400 SPDR TRUST SERIES 1 | | UTSER1 S&PDCRP | 93,059 | 92,031 | -1,028 | $53,004,505 | $49,096,927 | -$3,907,578 | 2025-05-12 |
|---|
| Q1 2025 | IUSG
ISHARES CORE S&P US GROWTH | | CORE S&P US GWT | 233,511 | 231,521 | -1,990 | $32,539,786 | $29,421,726 | -$3,118,060 | 2025-05-12 |
|---|
| Q1 2025 | IYW
ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX | | U.S. TECH ETF | 70,337 | 66,512 | -3,825 | $11,220,202 | $9,340,991 | -$1,879,211 | 2025-05-12 |
|---|
| Q1 2025 | XLK
TECHNOLOGY SELECT SECTOR SPDR | | TECHNOLOGY | 34,906 | 34,406 | -500 | $8,116,345 | $7,104,153 | -$1,012,192 | 2025-05-12 |
|---|
| Q1 2025 | XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR | | SBI CONS DISCR | 25,463 | 24,772 | -691 | $5,712,625 | $4,891,480 | -$821,145 | 2025-05-12 |
|---|
| Q1 2025 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 329,087 | 307,842 | -21,245 | $13,466,237 | $12,686,158 | -$780,079 | 2025-05-12 |
|---|
| Q1 2025 | VGT
VANGUARD INFO TECH ETF | | INF TECH ETF | 5,944 | 5,666 | -278 | $3,695,708 | $3,072,981 | -$622,727 | 2025-05-12 |
|---|
| Q1 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 12,039 | 12,003 | -36 | $6,154,934 | $5,628,664 | -$526,270 | 2025-05-12 |
|---|
| Q1 2025 | EFA
ISHARES MSCI EAFE ETF | | MSCI EAFE ETF | 84,110 | 82,187 | -1,923 | $6,359,541 | $6,717,154 | +$357,613 | 2025-05-12 |
|---|
| Q1 2025 | IWM
ISHARES RUSSELL 2000 INDEX FUND | | RUSSELL 2000 ETF | 11,635 | 11,172 | -463 | $2,570,820 | $2,228,662 | -$342,158 | 2025-05-12 |
|---|
| Q1 2025 | XBI
SPDR S&P BIOTECH ETF | | S&P BIOTECH | 32,906 | 32,357 | -549 | $2,963,514 | $2,624,153 | -$339,361 | 2025-05-12 |
|---|
| Q1 2025 | IWF
ISHARES RUSSELL 1000 GROWTH INDEX | | RUS 1000 GRW ETF | 6,965 | 6,870 | -95 | $2,797,006 | $2,480,689 | -$316,317 | 2025-05-12 |
|---|
| Q1 2025 | IXN
ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD | | GLOBAL TECH ETF | 29,172 | 28,749 | -423 | $2,472,327 | $2,177,449 | -$294,878 | 2025-05-12 |
|---|
| Q1 2025 | IWN
ISHARES RUSSELL 2000 VALUE INDEX FUND | | RUS 2000 VAL ETF | 9,584 | 8,494 | -1,090 | $1,573,386 | $1,282,354 | -$291,032 | 2025-05-12 |
|---|
| Q1 2025 | VIG
VANGUARD DIVIDEND APPRECIATION ETF | | DIV APP ETF | 13,600 | 12,241 | -1,359 | $2,663,183 | $2,374,657 | -$288,526 | 2025-05-12 |
|---|
| Q1 2025 | IUSV
ISHARES CORE S&P VALUE ETF | | CORE S&P US VLU | 363,711 | 362,036 | -1,675 | $33,675,962 | $33,412,339 | -$263,623 | 2025-05-12 |
|---|
| Q1 2025 | IGIB
ISHARES | | ISHS 5-10YR INVT | 9,492 | 4,392 | -5,100 | $488,933 | $230,668 | -$258,265 | 2025-05-12 |
|---|
| Q1 2025 | VTI
VANGUARD TOTAL STOCK MARKET ETF | | TOTAL STK MKT | 12,282 | 12,015 | -267 | $3,559,572 | $3,302,180 | -$257,392 | 2025-05-12 |
|---|
| Q1 2025 | PSCE
INVESCO EXCH TRADED FD TR II | | S&P SMALLCAP ENE | 7,815 | 3,763 | -4,052 | $378,246 | $157,650 | -$220,596 | 2025-05-12 |
|---|
| Q1 2025 | MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 3,180 | 2,351 | -829 | $676,261 | $473,445 | -$202,816 | 2025-05-12 |
|---|
| Q1 2025 | IWP
ISHARES RUSSELL MIDCAP GROWTH INDEX | | RUS MD CP GR ETF | 15,513 | 15,058 | -455 | $1,966,273 | $1,769,165 | -$197,108 | 2025-05-12 |
|---|
| Q1 2025 | IWD
ISHARES RUSSELL 1000 VALUE INDEX | | RUS 1000 VAL ETF | 21,865 | 20,507 | -1,358 | $4,047,905 | $3,858,614 | -$189,291 | 2025-05-12 |
|---|
| Q1 2025 | SMMU
PIMCO ETF TR | | SHTRM MUN BD ACT | 4,616 | 1,293 | -3,323 | $230,062 | $64,676 | -$165,386 | 2025-05-12 |
|---|
| Q1 2025 | XLE
ENERGY SELECT SECTOR SPDR FUND | | ENERGY | 19,232 | 19,206 | -26 | $1,647,389 | $1,794,787 | +$147,398 | 2025-05-12 |
|---|
| Q1 2025 | KBE
SPDR S&P BANK ETF | | S&P BK ETF | 48,957 | 48,631 | -326 | $2,715,645 | $2,575,498 | -$140,147 | 2025-05-12 |
|---|
| Q1 2025 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 111,534 | 109,386 | -2,148 | $3,976,180 | $4,100,884 | +$124,704 | 2025-05-12 |
|---|
| Q1 2025 | IVW
ISHARES S&P 500 GROWTH INDEX FUND | | S&P 500 GRWT ETF | 7,351 | 6,776 | -575 | $746,376 | $629,017 | -$117,359 | 2025-05-12 |
|---|
| Q1 2025 | IEO
ISHARES TR | | US OIL GS EX ETF | 1,503 | 353 | -1,150 | $134,728 | $33,414 | -$101,314 | 2025-05-12 |
|---|
| Q1 2025 | IBDQ
ISHARES IBONDS DEC 2025 CORP ETF | | IBONDS DEC25 ETF | 217,919 | 213,139 | -4,780 | $5,458,871 | $5,360,446 | -$98,425 | 2025-05-12 |
|---|
| Q1 2025 | XLV
HEALTH CARE SELECT SECTOR SPDR | | SBI HEALTHCARE | 18,549 | 18,129 | -420 | $2,551,787 | $2,647,017 | +$95,230 | 2025-05-12 |
|---|
| Q1 2025 | IBB
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | | ISHARES BIOTECH | 18,028 | 17,984 | -44 | $2,383,482 | $2,300,154 | -$83,328 | 2025-05-12 |
|---|
| Q1 2025 | SPGP
INVESCO EXCHANGE TRADED FD T | | S&P 500 GARP ETF | 1,126 | 376 | -750 | $118,095 | $37,555 | -$80,540 | 2025-05-12 |
|---|
| Q1 2025 | XLF
FINANCIAL SELECT SECTOR SPDR FUND | | FINANCIAL | 113,042 | 111,039 | -2,003 | $5,463,307 | $5,530,850 | +$67,543 | 2025-05-12 |
|---|
| Q1 2025 | XLU
UTILITIES SELECT SECTOR SPDR FUND | | SBI INT-UTILS | 35,257 | 34,679 | -578 | $2,668,573 | $2,734,416 | +$65,843 | 2025-05-12 |
|---|
| Q1 2025 | FDN
FIRST TR EXCHANGE-TRADED FD | | DJ INTERNT IDX | 2,413 | 2,351 | -62 | $586,770 | $522,275 | -$64,495 | 2025-05-12 |
|---|
| Q1 2025 | ARKK
ARK ETF TR | | INNOVATION ETF | 2,231 | 1,310 | -921 | $126,655 | $62,330 | -$64,325 | 2025-05-12 |
|---|
| Q1 2025 | ICF
ISHARES COHEN & STEERS REALTY MAJORS INDEX | | COHEN STEER REIT | 5,813 | 4,679 | -1,134 | $350,311 | $287,879 | -$62,432 | 2025-05-12 |
|---|
| Q1 2025 | OVL
LISTED FD TR | | SHARES LAG CAP | 4,864 | 3,777 | -1,087 | $226,877 | $165,414 | -$61,463 | 2025-05-12 |
|---|
| Q1 2025 | DGRO
ISHARES TR | | CORE DIV GRWTH | 3,869 | 3,001 | -868 | $237,313 | $185,390 | -$51,923 | 2025-05-12 |
|---|
| Q1 2025 | VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF | | HIGH DIV YLD | 1,008 | 609 | -399 | $128,642 | $78,592 | -$50,050 | 2025-05-12 |
|---|
| Q1 2025 | ARKW
ARK ETF TR | | NEXT GNRTN INTER | 490 | 95 | -395 | $52,911 | $8,994 | -$43,917 | 2025-05-12 |
|---|
| Q1 2025 | SCZ
ISHARES TR | | EAFE SML CP ETF | 2,168 | 1,536 | -632 | $131,713 | $97,588 | -$34,125 | 2025-05-12 |
|---|
| Q1 2025 | IBMN
ISHARES IBONDS DEC 2025 MUNI ETF | | IBONDS DEC 25 | 35,854 | 34,594 | -1,260 | $954,254 | $925,390 | -$28,864 | 2025-05-12 |
|---|
| Q1 2025 | TIP
ISHARES BARCLAYS TIPS BOND FUND | | TIPS BD ETF | 13,228 | 12,943 | -285 | $1,409,472 | $1,437,867 | +$28,395 | 2025-05-12 |
|---|
| Q1 2025 | SDY
SPDR SER TR | | S&P DIVID ETF | 1,210 | 970 | -240 | $159,841 | $131,610 | -$28,231 | 2025-05-12 |
|---|
| Q1 2025 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 832 | 762 | -70 | $175,146 | $147,155 | -$27,991 | 2025-05-12 |
|---|
| Q1 2025 | IWS
ISHARES RUSSELL MIDCAP VALUE INDEX | | RUS MDCP VAL ETF | 4,847 | 4,772 | -75 | $626,912 | $601,130 | -$25,782 | 2025-05-12 |
|---|
| Q1 2025 | RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | | S&P500 EQL WGT | 5,399 | 5,315 | -84 | $945,997 | $920,692 | -$25,305 | 2025-05-12 |
|---|
| Q1 2025 | DNP
DNP SELECT INCOME FD INC | | COM | 4,951 | 2,051 | -2,900 | $43,668 | $20,285 | -$23,383 | 2025-05-12 |
|---|
| Q1 2025 | XLI
INDUSTRIAL SELECT SECTOR SPDR FUND | | INDL | 10,050 | 9,937 | -113 | $1,324,189 | $1,302,443 | -$21,746 | 2025-05-12 |
|---|
| Q1 2025 | VOX
VANGUARD TELECOMMUNICATION SERVICES ETF | | COMM SRVC ETF | 2,810 | 2,790 | -20 | $435,362 | $414,060 | -$21,302 | 2025-05-12 |
|---|
| Q1 2025 | XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND | | SBI CONS STPLS | 10,807 | 10,658 | -149 | $849,539 | $870,440 | +$20,901 | 2025-05-12 |
|---|
| Q1 2025 | GOVT
ISHARES U.S. TREASURY BOND ETF | | US TREAS BD ETF | 6,901 | 6,046 | -855 | $158,585 | $138,968 | -$19,617 | 2025-05-12 |
|---|
| Q1 2025 | SCHD
SCHWAB US DIVIDEND EQUITY ETF | | US DIVIDEND EQ | 106,867 | 105,105 | -1,762 | $2,919,594 | $2,938,738 | +$19,144 | 2025-05-12 |
|---|
| Q1 2025 | SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 3,689 | 3,592 | -97 | $254,321 | $236,211 | -$18,110 | 2025-05-12 |
|---|
| Q1 2025 | ITA
ISHARES TR | | US AER DEF ETF | 152 | 30 | -122 | $22,129 | $4,593 | -$17,536 | 2025-05-12 |
|---|
| Q1 2025 | EXG
EATON VANCE TAX MGD GLOBAL DIV EQUITY INCOME | | COM | 8,500 | 6,500 | -2,000 | $69,445 | $52,910 | -$16,535 | 2025-05-12 |
|---|
| Q1 2025 | SCHB
SCHWAB US BROAD MARKET ETF | | US BRD MKT ETF | 13,099 | 13,059 | -40 | $297,352 | $281,150 | -$16,202 | 2025-05-12 |
|---|
| Q1 2025 | VBK
VANGUARD SMALL CAP GROWTH ETF | | SML CP GRW ETF | 421 | 406 | -15 | $117,906 | $102,220 | -$15,686 | 2025-05-12 |
|---|
| Q1 2025 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 1,125 | 834 | -291 | $57,049 | $42,409 | -$14,640 | 2025-05-12 |
|---|
| Q1 2025 | PHO
INVESCO EXCHANGE TRADED FD T | | WATER RES ETF | 6,373 | 6,323 | -50 | $419,280 | $407,960 | -$11,320 | 2025-05-12 |
|---|
| Q1 2025 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 6,742 | 6,243 | -499 | $162,222 | $151,962 | -$10,260 | 2025-05-12 |
|---|
| Q1 2025 | NANR
SPDR S& P NORTH AMERICAN NATURAL RES ETF | | S&P NORTH AMER | 3,720 | 3,581 | -139 | $190,132 | $198,791 | +$8,659 | 2025-05-12 |
|---|
| Q1 2025 | FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUN | | NY ARCA BIOTECH | 149 | 100 | -49 | $24,765 | $17,012 | -$7,753 | 2025-05-12 |
|---|
| Q1 2025 | SPSM
SPDR SER TR | | PORTFOLIO S&P600 | 1,223 | 1,167 | -56 | $54,966 | $47,587 | -$7,379 | 2025-05-12 |
|---|
| Q1 2025 | OVB
LISTED FD TR | | SHARES CORE BD | 26,297 | 26,296 | -1 | $531,769 | $538,830 | +$7,061 | 2025-05-12 |
|---|
| Q1 2025 | IUSB
ISHARES TR | | CORE TOTAL USD | 1,286 | 1,115 | -171 | $58,128 | $51,380 | -$6,748 | 2025-05-12 |
|---|
| Q1 2025 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 323 | 283 | -40 | $37,204 | $31,154 | -$6,050 | 2025-05-12 |
|---|
| Q1 2025 | ICLN
ISHARES TR | | GL CLEAN ENE ETF | 1,160 | 760 | -400 | $13,201 | $8,680 | -$4,521 | 2025-05-12 |
|---|
| Q1 2025 | DVY
ISHARES DOW JONES SELECT DIVIDEND | | SELECT DIVID ETF | 2,905 | 2,867 | -38 | $381,398 | $385,010 | +$3,612 | 2025-05-12 |
|---|
| Q1 2025 | XHS
SPDR SERIES TRUST S&P HEALTH CARE SVCS | | HLTH CARE SVCS | 945 | 905 | -40 | $85,222 | $88,797 | +$3,575 | 2025-05-12 |
|---|
| Q1 2025 | BOTZ
GLOBAL X FDS | | RBTCS ARTFL INTE | 873 | 868 | -5 | $27,909 | $24,715 | -$3,194 | 2025-05-12 |
|---|
| Q1 2025 | LIT
GLOBAL X FDS | | LITHIUM BTRY ETF | 244 | 187 | -57 | $9,954 | $7,243 | -$2,711 | 2025-05-12 |
|---|
| Q1 2025 | VFH
VANGUARD FINANCIALS ETF | | FINANCIALS ETF | 820 | 790 | -30 | $96,818 | $94,382 | -$2,436 | 2025-05-12 |
|---|
| Q1 2025 | VIOV
VANGUARD ADMIRAL FDS INC | | SMLCP 600 VAL | 24 | 2 | -22 | $2,240 | $168 | -$2,072 | 2025-05-12 |
|---|
| Q1 2025 | FPXI
FIRST TR EXCHANGE TRADED FD | | INTL EQUITY OPP | 1,176 | 1,138 | -38 | $55,455 | $53,607 | -$1,848 | 2025-05-12 |
|---|
| Q1 2025 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 432 | 412 | -20 | $15,488 | $13,802 | -$1,686 | 2025-05-12 |
|---|
| Q1 2025 | SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 531 | 468 | -63 | $13,844 | $12,440 | -$1,404 | 2025-05-12 |
|---|
| Q1 2025 | SCHC
SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 1,010 | 945 | -65 | $34,674 | $33,907 | -$767 | 2025-05-12 |
|---|
| Q1 2025 | VDC
VANGUARD CONSUMER STAPLE ETF | | CONSUM STP ETF | 258 | 252 | -6 | $54,537 | $55,144 | +$607 | 2025-05-12 |
|---|
| Q1 2025 | DISV
DIMENSIONAL ETF TRUST | | INTL SMALL CAP V | 2,093 | 1,898 | -195 | $55,606 | $55,265 | -$341 | 2025-05-12 |
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