SageView Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SageView Advisory Group’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	$7.44M	Sell	9,967 -56	-0.6%	-$40.6K	0.24%	51
2026 Q1	$6.52M	Sell	10,023 -659	-6%	-$448K	0.24%	52
2025 Q4	$7.28M	Sell	10,682 -4,907	-31%	-$3.32M	0.25%	53
2025 Q3	$10.4M	Buy	15,589 +4,752	+44%	+$3.05M	0.36%	35
2025 Q2	$6.9M	Sell	10,837 -71	-0.7%	-$40.6K	0.26%	44
2025 Q1	$6.1M	Buy	10,908 +25	+0.2%	+$14.7K	0.26%	44
2024 Q4	$6.38M	Buy	10,883 +220	+2%	+$130K	0.27%	47
2024 Q3	$6.12M	Sell	10,663 -930	-8%	-$514K	0.31%	42
2024 Q2	$6.31M	Buy	+11,593	New	+$6.07M	0.29%	45
2024 Q1	–	Sell	-21,393	Closed	-$10.5M	–	776
2023 Q4	$10.5M	Sell	21,393 -3,405	-14%	-$1.52M	0.45%	29
2023 Q3	$10.6M	Sell	24,798 -363	-1%	-$161K	0.61%	26
2023 Q2	$11.2M	Buy	25,161 +7,028	+39%	+$2.95M	0.62%	26
2023 Q1	$7.42M	Sell	18,133 -3,600	-17%	-$1.44M	0.47%	35
2022 Q4	$8.31M	Buy	+21,733	New	+$8.35M	0.68%	31

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

SageView Advisory Group's SPY Position: Q2 2026 in Review

SageView Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.56% in Q2 2026, selling an estimated $40.6K and leaving 9,967 shares worth $7.44M. The position accounts for 0.24% of the portfolio, ranked #51.

SageView Advisory Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q2 2023. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SageView Advisory Group held 9,967 shares of State Street SPDR S&P 500 ETF Trust worth $7.44M as of Q2 2026.
SageView Advisory Group sold 56 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $40.6K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of SageView Advisory Group's portfolio in Q2 2026, its #51 holding.
SageView Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $11.2M in Q2 2023.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.