Sterling Investment Advisors, Ltd. Spdr Portfolio Transaction History

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr Portfolio stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 32,993 shares of SPMD stock, worth $1.88 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
32,993
Previous 30,699 7.47%
Holding current value
$1.88 Million
Previous $1.57 Million 14.61%
% of portfolio
0.49%
Previous 0.45%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$50.29 - $54.92 $115,365 - $125,986
2,294 Added 7.47%
32,993 $1.8 Million
Q2 2024

Aug 05, 2024
BUY
$49.54 - $53.39 $16,694 - $17,992
337 Added 1.11%
30,699 $1.57 Million
Q1 2024

Apr 30, 2024
BUY
$47.16 - $53.34 $26,456 - $29,923
561 Added 1.88%
30,362 $1.62 Million
Q4 2023

Feb 08, 2024
BUY
$40.76 - $49.2 $132,877 - $160,392
3,260 Added 12.28%
29,801 $1.45 Million
Q3 2023

Nov 06, 2023
BUY
$43.23 - $47.8 $34,627 - $38,287
801 Added 3.11%
26,541 $1.16 Million
Q2 2023

Aug 03, 2023
BUY
$42.21 - $45.89 $82,520 - $89,714
1,955 Added 8.22%
25,740 $1.18 Million
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $138,552 - $158,735
3,325 Added 16.25%
23,785 $1.05 Million
Q4 2022

Feb 06, 2023
BUY
$39.32 - $45.21 $60,356 - $69,397
1,535 Added 8.11%
20,460 $869,000
Q3 2022

Nov 03, 2022
SELL
$38.55 - $46.17 $2,891 - $3,462
-75 Reduced 0.39%
18,925 $730,000
Q2 2022

Aug 05, 2022
BUY
$38.67 - $47.45 $11,601 - $14,235
300 Added 1.6%
19,000 $754,000
Q1 2022

May 03, 2022
SELL
$44.15 - $50.14 $13,245 - $15,042
-300 Reduced 1.58%
18,700 $882,000
Q3 2021

Nov 09, 2021
SELL
$45.05 - $48.67 $9,010 - $9,734
-200 Reduced 1.04%
19,000 $877,000
Q4 2020

Jan 21, 2021
SELL
$33.07 - $40.57 $16,535 - $20,285
-500 Reduced 2.54%
19,200 $776,000
Q3 2020

Oct 26, 2020
SELL
$30.67 - $34.54 $27,603 - $31,086
-900 Reduced 4.37%
19,700 $643,000
Q2 2020

Jul 24, 2020
BUY
$23.46 - $34.21 $11,730 - $17,105
500 Added 2.49%
20,600 $643,000
Q1 2020

Apr 30, 2020
SELL
$21.39 - $37.02 $17,112 - $29,616
-800 Reduced 3.83%
20,100 $509,000
Q4 2019

Feb 10, 2020
SELL
$32.63 - $36.43 $6,526 - $7,286
-200 Reduced 0.95%
20,900 $757,000
Q2 2019

Aug 06, 2019
BUY
N/A
200 Added 0.96%
21,100 $719,000
Q1 2019

May 01, 2019
BUY
N/A
6,400 Added 44.14%
20,900 $697,000
Q4 2018

Jan 18, 2019
BUY
N/A
8,350 Added 135.77%
14,500 $426,000
Q3 2018

Nov 09, 2018
BUY
N/A
6,150 New
6,150 $222,000

Others Institutions Holding SPMD

# of Institutions
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Sterling Investment Advisors, Ltd. Portfolio

Follow Sterling Investment Advisors, Ltd. 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 Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email