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

Sage Investment Advisers’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	$1.36M	Buy	1,821 +2	+0.1%	+$1.45K	0.91%	30
2026 Q1	$1.19M	Buy	1,819 +2	+0.1%	+$1.36K	0.88%	34
2025 Q4	$1.24M	Buy	+1,817	New	+$1.23M	0.93%	31
2024 Q3	$922K	Buy	1,607 +392	+32%	+$217K	0.97%	30
2024 Q2	$661K	Buy	1,215 +1	+0.1%	+$523	0.75%	35
2024 Q1	$635K	Hold	1,214	–	–	0.73%	36
2023 Q4	$577K	Buy	1,214 +101	+9%	+$45K	0.7%	39
2023 Q3	$476K	Hold	1,113	–	–	0.65%	38
2023 Q2	$493K	Buy	1,113 +1	+0.1%	+$420	0.66%	37
2023 Q1	$455K	Buy	1,112 +1	+0.1%	+$399	0.61%	37
2022 Q4	$425K	Hold	1,111	–	–	0.61%	41
2022 Q3	$397K	Buy	1,111 +51	+5%	+$20.3K	0.63%	41
2022 Q2	$400K	Buy	1,060 +42	+4%	+$17.2K	0.63%	40
2022 Q1	$460K	Buy	1,018 +1	+0.1%	+$445	0.61%	39
2021 Q4	$483K	Buy	+1,017	New	+$467K	0.62%	41

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 Investment Advisers's SPY Position: Q2 2026 in Review

Sage Investment Advisers increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,821 shares worth $1.36M. The position accounts for 0.91% of the portfolio, ranked #30.

Sage Investment Advisers first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sage Investment Advisers held 1,821 shares of State Street SPDR S&P 500 ETF Trust worth $1.36M as of Q2 2026.
Sage Investment Advisers bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.91% of Sage Investment Advisers's portfolio in Q2 2026, its #30 holding.
Sage Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.