Sage View Advisory Group, LLC Spdr Portfolio Transaction History

Sage View Advisory Group, LLC

$2.9 Trillion
Q3 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 5,140 shares of SPMD stock, worth $289,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,140

Previous 5,035 2.09%

Holding current value

$289,227

Previous $283 Million 3.72%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$54.43 - $58.29 $5,715 - $6,120	105 Added 2.09%	5,140 $294 Million
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

803

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Spdr Portfolio Transaction History