A detailed history of Sage Mountain Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 49,063 shares of SPDW stock, worth $1.73 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
49,063
Previous 49,063 -0.0%
Holding current value
$1.73 Million
Previous $1.72 Million 7.03%
% of portfolio
0.16%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$34.2 - $36.64 $99,795 - $106,915
2,918 Added 6.32%
49,063 $1.72 Million
Q1 2024

Apr 23, 2024

BUY
$32.85 - $35.9 $163,691 - $178,889
4,983 Added 12.11%
46,145 $1.65 Million
Q3 2023

Oct 25, 2023

SELL
$30.88 - $33.58 $5,280 - $5,742
-171 Reduced 0.41%
41,162 $1.28 Million
Q2 2023

Jul 24, 2023

SELL
$31.7 - $33.66 $43,365 - $46,046
-1,368 Reduced 3.2%
41,333 $1.34 Million
Q1 2023

Apr 25, 2023

SELL
$29.83 - $32.71 $65,178 - $71,471
-2,185 Reduced 4.87%
42,701 $1.37 Million
Q4 2022

Feb 01, 2023

SELL
$25.7 - $31.02 $5,140 - $6,204
-200 Reduced 0.44%
44,886 $1.33 Million
Q3 2022

Oct 31, 2022

SELL
$25.67 - $30.93 $7,521 - $9,062
-293 Reduced 0.65%
45,086 $1.16 Million
Q2 2022

Aug 01, 2022

SELL
$28.57 - $34.74 $2,199 - $2,674
-77 Reduced 0.17%
45,379 $1.31 Million
Q4 2021

Feb 02, 2022

BUY
$35.28 - $37.98 $157,983 - $170,074
4,478 Added 10.93%
45,456 $1.66 Million
Q3 2021

Nov 01, 2021

BUY
$35.68 - $38.17 $4,352 - $4,656
122 Added 0.3%
40,978 $1.48 Million
Q2 2021

Jul 22, 2021

BUY
$35.87 - $38.34 $460,212 - $491,902
12,830 Added 45.78%
40,856 $1.5 Million
Q1 2021

May 10, 2021

BUY
$33.6 - $35.9 $15,321 - $16,370
456 Added 1.65%
28,026 $991,000
Q4 2020

Jan 21, 2021

BUY
$28.3 - $34.03 $780,231 - $938,207
27,570 New
27,570 $930,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.