Sage Financial Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sage Financial Management Group’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	$13.8M	Sell	116,088 -1,298	-1%	-$148K	3.8%	6
2026 Q1	$11.5M	Sell	117,386 -4,195	-3%	-$437K	3.53%	6
2025 Q4	$13M	Sell	121,581 -544	-0.4%	-$57.7K	3.96%	6
2025 Q3	$12.8M	Sell	122,125 -1,943	-2%	-$194K	4.07%	6
2025 Q2	$11.8M	Sell	124,068 -11,494	-8%	-$985K	4.09%	6
2025 Q1	$10.9M	Buy	135,562 +983	+0.7%	+$85.8K	3.95%	7
2024 Q4	$11.8M	Buy	134,579 +1,856	+1%	+$160K	4.38%	7
2024 Q3	$11M	Buy	132,723 +5,427	+4%	+$434K	4.27%	7
2024 Q2	$10.2M	Buy	127,296 +165	+0.1%	+$12.3K	30.99%	2
2024 Q1	$9.3M	Buy	127,131 +2,435	+2%	+$169K	4.4%	7
2023 Q4	$8.11M	Sell	124,696 -2,121	-2%	-$131K	4.35%	6
2023 Q3	$7.52M	Buy	126,817 +2,371	+2%	+$145K	4.52%	6
2023 Q2	$7.59M	Buy	+124,446	New	+$7.13M	45.57%	1

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Financial Management Group's SPYG Position: Q2 2026 in Review

Sage Financial Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, selling an estimated $148K and leaving 116,088 shares worth $13.8M. The position accounts for 3.8% of the portfolio, ranked #6.

Sage Financial Management Group first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sage Financial Management Group held 116,088 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $13.8M as of Q2 2026.
Sage Financial Management Group sold 1,298 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $148K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.8% of Sage Financial Management Group's portfolio in Q2 2026, its #6 holding.
Sage Financial Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.