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 $1.82 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
32,993
Previous 30,699 7.47%
Holding current value
$1.82 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
655
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
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