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

Sage Mountain Advisors’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
2022 Q1	–	Sell	-2,300	Closed	-$1.09M	–	698
2021 Q4	$1.09M	Sell	2,300 -2,600	-53%	-$1.19M	0.13%	126
2021 Q3	$2.1M	Buy	4,900 +2,400	+96%	+$1.06M	0.3%	44
2021 Q2	$1.07M	Sell	2,500 -3,100	-55%	-$1.29M	0.18%	104
2021 Q1	$2.22M	Buy	5,600 +2,900	+107%	+$1.12M	0.47%	30
2020 Q4	$1.01M	Buy	+2,700	New	+$958K	0.33%	48

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Mountain Advisors's SPY Position: Q1 2026 in Review

Sage Mountain Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.72% in Q1 2026, buying an estimated $92.5K and bringing the position to 18,983 shares worth $12.3M. The position accounts for 0.86% of the portfolio, ranked #15.

Sage Mountain Advisors first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.2M in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sage Mountain Advisors held 18,983 shares of State Street SPDR S&P 500 ETF Trust worth $12.3M as of Q1 2026.
Sage Mountain Advisors bought 136 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $92.5K.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Sage Mountain Advisors's portfolio in Q1 2026, its #15 holding.
Sage Mountain Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
Sage Mountain Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $15.2M in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.