Sage Financial Management Group, Inc. Spdr Portfolio Transaction History

Sage Financial Management Group, Inc.

$276 Million
Q1 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 135,562 shares of SPYG stock, worth $11.1 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

135,562

Previous 134,579 0.73%

Holding current value

$11.1 Million

Previous $11.8 Million 7.9%

% of portfolio

3.95%

Previous 4.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$80.05 - $92.39 $78,689 - $90,819	983 Added 0.73%	135,562 $10.9 Million
Q4 2024 Jan 23, 2025	BUY	$81.74 - $91.38 $151,709 - $169,601	1,856 Added 1.4%	134,579 $11.8 Million
Q3 2024 Oct 17, 2024	BUY	$73.38 - $84.1 $398,233 - $456,410	5,427 Added 4.26%	132,723 $11 Million
Q2 2024 Jul 18, 2024	BUY	$68.71 - $80.95 $11,337 - $13,356	165 Added 0.13%	127,296 $10.2 Million
Q1 2024 May 01, 2024	BUY	$63.12 - $73.73 $153,697 - $179,532	2,435 Added 1.95%	127,131 $9.3 Million
Q4 2023 Jan 17, 2024	SELL	$57.02 - $65.3 $120,939 - $138,501	-2,121 Reduced 1.67%	124,696 $8.11 Million
Q3 2023 Oct 12, 2023	BUY	$58.97 - $62.89 $139,817 - $149,112	2,371 Added 1.91%	126,817 $7.52 Million
Q2 2023 Jul 19, 2023	BUY	$54.76 - $61.01 $6.81 Million - $7.59 Million	124,446 New	124,446 $7.59 Million

Others Institutions Holding SPYG

# of Institutions

1,215

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

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About SPDR PORTFOLIO

Ticker SPYG
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Sage Financial Management Group, Inc. Spdr Portfolio Transaction History