Sage Financial Management Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Sage Financial Management Group, Inc.

$32.9 Million
Q2 2024

A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 73,015 shares of SPSM stock, worth $3.23 Million. This represents 9.21% of its overall portfolio holdings.

Number of Shares

73,015

Previous 66,272 10.17%

Holding current value

$3.23 Million

Previous $2.85 Million 6.31%

% of portfolio

9.21%

Previous 1.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$39.75 - $43.15 $268,034 - $290,960	6,743 Added 10.17%	73,015 $3.03 Million
Q1 2024 May 01, 2024	BUY	$39.85 - $43.04 $247,348 - $267,149	6,207 Added 10.33%	66,272 $2.85 Million
Q4 2023 Jan 17, 2024	BUY	$34.3 - $42.83 $161,175 - $201,258	4,699 Added 8.49%	60,065 $2.53 Million
Q3 2023 Oct 12, 2023	BUY	$36.35 - $41.02 $130,314 - $147,056	3,585 Added 6.92%	55,366 $2.04 Million
Q2 2023 Jul 19, 2023	BUY	$35.57 - $38.94 $1.84 Million - $2.02 Million	51,781 New	51,781 $2.01 Million

Others Institutions Holding SPSM

# of Institutions

812

Shares Held

186M

Call Options Held

91.7K

Put Options Held

2.7K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Sage Financial Management Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History