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Disclosery

Sandy Spring Bank: XLU position timeline

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

Sandy Spring Bank held 34,679 XLU 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 34,679 shares
    Change vs previous 13F -578 shares

    0.11% of the 13F portfolio, value $2,734,416.

    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 35,257 shares
    Change vs previous 13F -2,508 shares

    0.11% of the 13F portfolio, value $2,668,573.

    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 37,765 shares
    Change vs previous 13F -35,196 shares

    0.13% of the 13F portfolio, value $3,050,677.

    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 72,961 shares
    Change vs previous 13F -1,769 shares

    0.22% of the 13F portfolio, value $4,971,584.

    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 74,730 shares
    Change vs previous 13F -2,553 shares

    0.22% of the 13F portfolio, value $4,906,025.

    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 77,283 shares
    Change vs previous 13F +57 shares

    0.24% of the 13F portfolio, value $4,894,332.

    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 77,226 shares
    Change vs previous 13F +3,123 shares

    0.25% of the 13F portfolio, value $4,550,928.

    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 74,103 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,849,300.

    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).