SFMG
SPYM

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

Sage Financial Management Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+2,350
New +$200K 0.06% 59
2021
Q2 		– Sell
-2,350
Closed -$110K – 96
2021
Q1 		$110K Buy
+2,350
New +$107K 0.08% 39

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Sage Financial Management Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,350 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #59 among its holdings. This is a return to the name: Sage Financial Management Group previously reported a position in SPYM as recently as Q1 2021.

Sage Financial Management Group first reported a position in SPYM in Q1 2021 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Sage Financial Management Group held 2,350 shares of State Street SPDR Portfolio S&P 500 ETF worth $207K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Sage Financial Management Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Sage Financial Management Group's portfolio in Q2 2026, its #59 holding.
  • Sage Financial Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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