Sage Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sage Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.62M	Buy	3,835 +226	+6%	+$153K	1.73%	12
2025 Q3	$2.4M	Buy	3,609 +587	+19%	+$376K	1.72%	13
2025 Q2	$1.87M	Sell	3,022 -620	-17%	-$354K	1.33%	14
2025 Q1	$2.04M	Buy	3,642 +13	+0.4%	+$7.64K	1.43%	13
2024 Q4	$2.13M	Buy	3,629 +587	+19%	+$346K	1.59%	12
2024 Q3	$1.75M	Sell	3,042 -509	-14%	-$281K	1.38%	12
2024 Q2	$1.93M	Buy	3,551 +158	+5%	+$82.7K	1.57%	11
2024 Q1	$1.77M	Buy	3,393 +1,376	+68%	+$685K	1.58%	12
2023 Q4	$959K	Buy	+2,017	New	+$898K	0.95%	13

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sage Advisors's SPY Position: Q4 2025 in Review

Sage Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q4 2025, buying an estimated $153K and bringing the position to 3,835 shares worth $2.62M. The position accounts for 1.73% of the portfolio, ranked #12.

Sage Advisors first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Sage Advisors held 3,835 shares of State Street SPDR S&P 500 ETF Trust worth $2.62M as of Q4 2025.
Sage Advisors bought 226 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $153K.
State Street SPDR S&P 500 ETF Trust made up 1.73% of Sage Advisors's portfolio in Q4 2025, its #12 holding.
Sage Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.