Sage View Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 31,821 shares of SPDW stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

31,821

Previous 12,208 160.66%

Holding current value

$1.16 Million

Previous $459 Million 136.86%

% of portfolio

0.05%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $669,391 - $732,545	19,613 Added 160.66%	31,821 $1.09 Billion
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $45,481 - $51,170	-1,348 Reduced 9.94%	12,208 $459 Million
Q2 2024 Aug 14, 2024	BUY	$34.2 - $36.64 $463,615 - $496,691	13,556 New	13,556 $476 Million
Q4 2023 Feb 09, 2024	SELL	$29.46 - $34.07 $277,336 - $320,734	-9,414 Reduced 20.14%	37,340 $1.26 Billion
Q3 2023 Nov 02, 2023	BUY	$30.88 - $33.58 $4,539 - $4,936	147 Added 0.32%	46,754 $1.45 Billion
Q2 2023 Aug 11, 2023	BUY	$31.7 - $33.66 $408,517 - $433,776	12,887 Added 38.22%	46,607 $1.52 Billion
Q1 2023 May 01, 2023	SELL	$29.83 - $32.71 $28,457 - $31,205	-954 Reduced 2.75%	33,720 $1.08 Billion
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $891,121 - $1.08 Million	34,674 New	34,674 $1.03 Billion

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Sage View Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History