Sterling Investment Advisors, Ltd. Spdr Portfolio Transaction History

Sterling Investment Advisors, Ltd.

$426 Million
Q2 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr Portfolio stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 40,306 shares of SPMD stock, worth $2.27 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

40,306

Previous 39,004 3.34%

Holding current value

$2.27 Million

Previous $2 Million 9.77%

% of portfolio

0.51%

Previous 0.51%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$44.89 - $54.38 $58,446 - $70,802	1,302 Added 3.34%	40,306 $2.19 Million
Q1 2025 May 07, 2025	BUY	$50.21 - $57.73 $326,063 - $374,898	6,494 Added 19.98%	39,004 $2 Million
Q4 2024 Feb 04, 2025	SELL	$54.13 - $59.56 $26,144 - $28,767	-483 Reduced 1.46%	32,510 $1.78 Million
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

755

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Sterling Investment Advisors, Ltd. Spdr Portfolio Transaction History