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Disclosery

Sage Advisory Services, Ltd.Co.: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Advisory Services, Ltd.Co. on SPYG, newest first. How the timeline and the estimate are built.

Sage Advisory Services, Ltd.Co. held 229,926 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,926 shares
    Change vs previous 13F +11,702 shares

    13.46% of the 13F portfolio, value $27,359,000.

    13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 218,224 shares
    Change vs previous 13F +76,376 shares

    11.7% of the 13F portfolio, value $21,366,000.

    13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 141,848 shares
    Change vs previous 13F -45,248 shares

    8.24% of the 13F portfolio, value $15,135,000.

    13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,096 shares
    Change vs previous 13F +495 shares

    10.26% of the 13F portfolio, value $19,553,000.

    13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 186,601 shares
    Change vs previous 13F not available

    9.69% of the 13F portfolio, value $17,787,000.

    13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).