Sage Financial Management Group, Inc. Spdr Portfolio Transaction History

Sage Financial Management Group, Inc.

$313 Million
Q3 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 122,125 shares of SPYG stock, worth $12.8 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

122,125

Previous 124,068 1.57%

Holding current value

$12.8 Million

Previous $11.8 Million 7.92%

% of portfolio

4.07%

Previous 4.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$94.33 - $105.31 $183,283 - $204,617	-1,943 Reduced 1.57%	122,125 $12.8 Million
Q2 2025 Jul 21, 2025	SELL	$71.83 - $95.32 $825,614 - $1.1 Million	-11,494 Reduced 8.48%	124,068 $11.8 Million
Q1 2025 Apr 23, 2025	BUY	$80.05 - $92.39 $78,689 - $90,819	983 Added 0.73%	135,562 $10.9 Million
Q4 2024 Jan 23, 2025	BUY	$81.74 - $91.38 $151,709 - $169,601	1,856 Added 1.4%	134,579 $11.8 Million
Q3 2024 Oct 17, 2024	BUY	$73.38 - $84.1 $398,233 - $456,410	5,427 Added 4.26%	132,723 $11 Million

Q2 2024 Jul 18, 2024	BUY	$68.71 - $80.95 $11,337 - $13,356	165 Added 0.13%	127,296 $10.2 Million
Q1 2024 May 01, 2024	BUY	$63.12 - $73.73 $153,697 - $179,532	2,435 Added 1.95%	127,131 $9.3 Million
Q4 2023 Jan 17, 2024	SELL	$57.02 - $65.3 $120,939 - $138,501	-2,121 Reduced 1.67%	124,696 $8.11 Million
Q3 2023 Oct 12, 2023	BUY	$58.97 - $62.89 $139,817 - $149,112	2,371 Added 1.91%	126,817 $7.52 Million
Q2 2023 Jul 19, 2023	BUY	$54.76 - $61.01 $6.81 Million - $7.59 Million	124,446 New	124,446 $7.59 Million

Others Institutions Holding SPYG

# of Institutions

1,413

Shares Held

338M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Account

Sage Financial Management Group, Inc. Spdr Portfolio Transaction History