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Disclosery

Sandy Spring Bank: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on SPY, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 106,906 SPY shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 106,906 shares
    Change vs previous 13F -2,254 shares

    2.51% of the 13F portfolio, value $59,802,228.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 109,160 shares
    Change vs previous 13F +165 shares

    2.59% of the 13F portfolio, value $63,976,238.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 108,995 shares
    Change vs previous 13F -1,494 shares

    2.57% of the 13F portfolio, value $62,536,864.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 110,489 shares
    Change vs previous 13F -2,016 shares

    2.65% of the 13F portfolio, value $60,130,633.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 112,505 shares
    Change vs previous 13F -203 shares

    2.68% of the 13F portfolio, value $58,848,191.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 112,708 shares
    Change vs previous 13F -792 shares

    2.67% of the 13F portfolio, value $53,571,070.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 113,500 shares
    Change vs previous 13F -2,370 shares

    2.7% of the 13F portfolio, value $48,519,235.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 115,870 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $51,362,991.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).