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Disclosery

Sandy Spring Bank: XLP position timeline

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

Sandy Spring Bank held 10,658 XLP 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 10,658 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $870,440.

    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 10,807 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $849,539.

    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 11,015 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $914,245.

    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 11,101 shares
    Change vs previous 13F -1,221 shares

    0.04% of the 13F portfolio, value $850,116.

    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 12,322 shares
    Change vs previous 13F -280 shares

    0.04% of the 13F portfolio, value $940,908.

    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 12,602 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $907,722.

    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 12,602 shares
    Change vs previous 13F +385 shares

    0.05% of the 13F portfolio, value $867,144.

    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 12,217 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $906,135.

    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).