Sandy Spring Bank

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$2.19B
Signature - Title
Sherman Moore - Division Executive
Location
17801 Georgia Avenue, Olney, Maryland
Holdings Value

List of Other Managers Reporting for Sandy Spring Bank:

Name Holdings Value Location File Number
SSB Wealth Management, Inc. Vienna, Virginia 028-23395
West Financial Services, Inc. Mclean, Virginia 028-14179
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 1,224 $2.19B +$184M -$39.8M +$144M IJH, IVV, MSFT, AAPL, IJR, NVDA 13F-HR 5/8/2024, 09:08 AM
Q4 2023 1,168 $2.01B +$56.4M -$41.4M +$15M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 1/26/2024, 02:34 PM
Q3 2023 1,174 $1.8B +$33.7M -$32.1M +$1.63M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 10/30/2023, 10:46 AM
Q2 2023 1,223 $1.88B +$45.1M -$46.6M -$1.43M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 8/4/2023, 03:58 PM
Q1 2023 1,157 $1.76B +$27.9M -$40.1M -$12.2M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 5/5/2023, 04:26 PM
Q4 2022 1,142 $1.68B +$45.5M -$48.2M -$2.67M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 2/10/2023, 06:51 AM
Q3 2022 1,057 $1.57B +$78.5M -$38.8M +$39.7M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 11/2/2022, 04:02 PM
Q2 2022 1,072 $1.66B +$63.4M -$33.2M +$30.2M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 7/21/2022, 02:49 PM
Q1 2022 1,074 $1.97B +$61.1M -$41.2M +$19.9M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 5/3/2022, 04:44 PM
Q4 2021 1,154 $2.09B +$74.2M -$21.1M +$53M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 2/11/2022, 11:24 AM
Q3 2021 1,076 $1.88B +$53.6M -$29.5M +$24.2M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 11/5/2021, 03:25 PM
Q2 2021 1,090 $1.87B +$61.6M -$29.2M +$32.4M IJH, IVV, AAPL, MSFT, IJR, SPY 13F-HR 8/6/2021, 06:20 PM
Q1 2021 952 $1.71B +$36.9M -$42.7M -$5.72M IJH, IVV, AAPL, MSFT, MDY, IJR 13F-HR 5/3/2021, 02:31 PM
Q4 2020 917 $1.63B +$54M -$32.9M +$21.1M IJH, IVV, AAPL, MSFT, SPY, MDY 13F-HR 2/3/2021, 08:03 AM
Q3 2020 849 $1.46B +$89.5M -$28M +$61.4M IJH, IVV, AAPL, MSFT, SPY, MDY 13F-HR 11/9/2020, 10:58 AM
Q2 2020 850 $1.33B +$61.6M -$21.9M +$39.7M IJH, IVV, AAPL, MSFT, SPY, MDY 13F-HR 8/12/2020, 10:56 AM
Q1 2020 836 $1.09B +$46.4M -$25.4M +$21M IJH, IVV, MSFT, AAPL, SPY, MDY 13F-HR 5/1/2020, 12:18 PM
Q4 2019 815 $1.38B +$32.3M -$35.7M -$3.41M IJH, IVV, SPY, MDY, AAPL, IJR 13F-HR 2/6/2020, 12:28 PM
Q3 2019 828 $1.28B +$44.4M -$16.9M +$27.5M IJH, IVV, SPY, MDY, IJR, MSFT 13F-HR 11/1/2019, 09:45 AM
Q2 2019 815 $1.24B +$47.5M -$20.3M +$27.1M IJH, IVV, MDY, SPY, IJR, MSFT 13F-HR 8/1/2019, 10:50 AM
Q1 2019 760 $1.18B +$39.1M -$34.7M +$4.41M IJH, IVV, MDY, SPY, IJR, MSFT 13F-HR 5/6/2019, 09:05 AM
Q4 2018 754 $1.04B +$43.9M -$37.4M +$6.48M IJH, IVV, SPY, MDY, IJR, MSFT 13F-HR 2/8/2019, 08:32 AM
Q3 2018 753 $1.22B +$38.1M -$28.3M +$9.73M IJH, IVV, MDY, SPY, IJR, AAPL 13F-HR 11/7/2018, 10:26 AM
Q2 2018 747 $1.15B +$57.6M -$44.5M +$13.1M IJH, MDY, IVV, SPY, IJR, AAPL 13F-HR 8/3/2018, 12:39 PM
Q1 2018 818 $1.13B +$82.3M -$25.8M +$56.5M IJH, MDY, SPY, IVV, IJR, AAPL 13F-HR 5/4/2018, 01:53 PM
Q4 2017 819 $1.1B +$36.4M -$31.7M +$4.68M IJH, MDY, SPY, IVV, IJR, AAPL 13F-HR 2/2/2018, 01:08 PM
Q3 2017 790 $1.04B +$26.3M -$20.9M +$5.41M IJH, MDY, SPY, IVV, IJR, AAPL 13F-HR 11/3/2017, 01:49 PM
Q2 2017 809 $1.02B +$26.2M -$26.8M -$595K IJH, MDY, SPY, IVV, IJR, VCSH 13F-HR 8/11/2017, 07:55 AM
Q1 2017 811 $1B +$44.2M -$31.9M +$12.2M IJH, MDY, SPY, IVV, IJR, VCSH RESTATEMENT 5/11/2017, 11:24 AM
Q4 2016 819 $963M +$28.4M -$21.7M +$6.76M MDY, IJH, SPY, VCSH, IVV, IJR 13F-HR 2/6/2017, 11:28 AM
Q3 2016 807 $931M +$59.1M -$12.7M +$46.4M MDY, SPY, IJH, VCSH, IVV, IJR 13F-HR 11/7/2016, 08:40 AM
Q2 2016 873 $874M +$20.8M -$43.8M -$23M SPY, MDY, IJH, VCSH, IVV, IJR 13F-HR 8/9/2016, 03:45 PM
Q1 2016 917 $874M +$40.7M -$27.8M +$12.9M SPY, MDY, IJH, VCSH, IVV, IJR 13F-HR 5/4/2016, 11:31 AM
Q4 2015 890 $855M +$36.8M -$29M +$7.85M SPY, MDY, VCSH, IJH, IJR, IVV 13F-HR 2/3/2016, 01:55 PM
Q3 2015 916 $816M +$44.4M -$27.5M +$16.9M SPY, MDY, VCSH, IJH, IJR, AAPL 13F-HR 11/4/2015, 12:56 PM
Q2 2015 927 $881M +$55.5M -$18.6M +$36.9M SPY, MDY, VCSH, IJH, IJR, AAPL 13F-HR 8/7/2015, 11:28 AM
Q1 2015 855 $861M +$66M -$28.6M +$37.4M MDY, SPY, VCSH, IJH, AAPL, IJR RESTATEMENT 5/13/2015, 09:41 AM
Q4 2014 783 $834M +$35.8M -$21.2M +$14.6M SPY, MDY, VCSH, AAPL, IJH, MSFT 13F-HR 1/30/2015, 01:03 PM
Q3 2014 759 $807M +$39.8M -$15M +$24.8M SPY, MDY, VCSH, MSFT, AAPL, VZ 13F-HR 11/14/2014, 04:17 PM
Q2 2014 768 $794M +$162M -$22.1M +$140M MDY, SPY, VZ, AAPL, QCOM, MSFT 13F-HR 8/6/2014, 03:20 PM
Q1 2014 704 $639M +$47.1M -$94.2M -$47M XOM, QCOM, MSFT, MCD, VZ, JNJ 13F-HR 5/15/2014, 09:24 AM
Q4 2013 658 $709M MDY, SPY, XOM, MCD, QCOM, MSFT RESTATEMENT 2/12/2014, 07:35 AM