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 Q2	$5.2M	Buy	6,967 +881	+14%	+$639K	0.29%	31
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Financial Group's SPY Position: Q2 2026 in Review

Sage Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, buying an estimated $639K and bringing the position to 6,967 shares worth $5.2M. The position accounts for 0.29% of the portfolio, ranked #31.

Sage Financial Group first reported a position in SPY in Q4 2013 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sage Financial Group held 6,967 shares of State Street SPDR S&P 500 ETF Trust worth $5.2M as of Q2 2026.
Sage Financial Group bought 881 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $639K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Sage Financial Group's portfolio in Q2 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 19 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.