Sage Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sage Advisory Services’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.4M	Buy	229,926 +11,702	+5%	+$1.34M	13.46%	2
2026 Q1	$21.4M	Buy	218,224 +76,376	+54%	+$7.95M	11.7%	1
2025 Q4	$15.1M	Sell	141,848 -45,248	-24%	-$4.8M	8.24%	2
2025 Q3	$19.6M	Buy	187,096 +495	+0.3%	+$49.3K	10.26%	1
2025 Q2	$17.8M	Buy	+186,601	New	+$16M	9.69%	2

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Sage Advisory Services's SPYG Position: Q2 2026 in Review

Sage Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.4% in Q2 2026, buying an estimated $1.34M and bringing the position to 229,926 shares worth $27.4M. The position accounts for 13.46% of the portfolio, ranked #2.

Sage Advisory Services first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 675 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sage Advisory Services held 229,926 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $27.4M as of Q2 2026.
Sage Advisory Services bought 11,702 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.34M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 13.46% of Sage Advisory Services's portfolio in Q2 2026, its #2 holding.
Sage Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.