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

Sage Financial Group’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
2026 Q1	$3.96M	Sell	6,086 -42	-0.7%	-$28.6K	0.26%	31
2025 Q4	$4.18M	Buy	6,128 +10	+0.2%	+$6.76K	0.28%	31
2025 Q3	$4.08M	Sell	6,118 -56	-0.9%	-$35.9K	0.28%	29
2025 Q2	$3.81M	Sell	6,174 -714	-10%	-$408K	0.28%	29
2025 Q1	$3.85M	Buy	6,888 +609	+10%	+$358K	0.31%	30
2024 Q4	$3.68M	Sell	6,279 -512	-8%	-$302K	0.3%	33
2024 Q3	$3.9M	Buy	6,791 +48	+0.7%	+$26.5K	0.32%	30
2024 Q2	$3.67M	Sell	6,743 -31	-0.5%	-$16.2K	0.32%	31
2024 Q1	$3.54M	Buy	6,774 +71	+1%	+$35.3K	0.32%	32
2023 Q4	$3.19M	Buy	6,703 +947	+16%	+$422K	0.31%	32
2023 Q3	$2.46M	Buy	5,756 +1,044	+22%	+$464K	0.27%	32
2023 Q2	$2.09M	Buy	4,712 +779	+20%	+$327K	0.22%	35
2023 Q1	$1.61M	Buy	3,933 +25	+0.6%	+$9.97K	0.18%	42
2022 Q4	$1.49M	Buy	3,908 +205	+6%	+$78.8K	0.18%	43
2022 Q3	$1.32M	Buy	3,703 +51	+1%	+$20.3K	0.18%	37
2022 Q2	$1.38M	Buy	+3,652	New	+$1.5M	0.18%	37
2016 Q1	–	Sell	-2,450	Closed	-$499K	–	59
2015 Q4	$499K	Buy	+2,450	New	+$503K	0.16%	28
2014 Q1	–	Sell	-2,711	Closed	-$501K	–	50
2013 Q4	$501K	Buy	+2,711	New	+$480K	0.24%	19

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Sage Financial Group's SPY Position: Q1 2026 in Review

Sage Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q1 2026, selling an estimated $28.6K and leaving 6,086 shares worth $3.96M. The position accounts for 0.26% of the portfolio, ranked #31.

Sage Financial Group first reported a position in SPY in Q4 2013 and has held it in 18 quarters since. The position peaked at $4.18M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sage Financial Group held 6,086 shares of State Street SPDR S&P 500 ETF Trust worth $3.96M as of Q1 2026.
Sage Financial Group sold 42 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $28.6K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Sage Financial Group's portfolio in Q1 2026, its #31 holding.
Sage Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 18 quarters since.
Sage Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.18M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.