SFMG
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Sage Financial Management Group's SPYG Position: Q1 2026 in Review

Sage Financial Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q1 2026, selling an estimated $437K and leaving 117,386 shares worth $11.5M. The position accounts for 3.53% of the portfolio, ranked #6.

Sage Financial Management Group first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $13M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Sage Financial Management Group held 117,386 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.5M as of Q1 2026.
  • Sage Financial Management Group sold 4,195 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $437K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.53% of Sage Financial Management Group's portfolio in Q1 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 12 quarters since.
  • Sage Financial Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.