Sage View Advisory Group, LLC Spdr Portfolio Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,035 shares of SPMD stock, worth $283,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,035
Previous 6,666 24.47%
Holding current value
$283,923
Previous $341 Million 16.93%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$44.89 - $54.38 $73,215 - $88,693
-1,631 Reduced 24.47%
5,035 $283 Million
Q1 2025

May 19, 2025
SELL
$50.21 - $57.73 $16,870 - $19,397
-336 Reduced 4.8%
6,666 $341 Million
Q4 2024

Feb 13, 2025
BUY
$54.13 - $59.56 $379,018 - $417,039
7,002 New
7,002 $383 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $289,462 - $311,957
5,843 New
5,843 $300 Million
Q4 2023

Feb 09, 2024
BUY
$40.76 - $49.2 $240,076 - $289,788
5,890 New
5,890 $287 Million

Others Institutions Holding SPMD

# of Institutions
795
Shares Held
225M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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