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
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 $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

SageView Advisory Group's SPY Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q4 2025, selling an estimated $3.32M and leaving 10,682 shares worth $7.28M. The position accounts for 0.25% of the portfolio, ranked #53.

SageView Advisory Group first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. The position peaked at $11.2M in Q2 2023. 4,613 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

SageView Advisory Group held 10,682 shares of State Street SPDR S&P 500 ETF Trust worth $7.28M as of Q4 2025.
SageView Advisory Group sold 4,907 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $3.32M.
State Street SPDR S&P 500 ETF Trust made up 0.25% of SageView Advisory Group's portfolio in Q4 2025, its #53 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 12 quarters since.
SageView Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $11.2M in Q2 2023.
4,613 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.