Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sage Advisory Services, Ltd.Co. (CIK 1534378) reported $182.6M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($21.4M, 11.70%), IVV ($21.3M, 11.64%), FLBL ($16.5M, 9.02%), SPDW ($12.9M, 7.08%), JMBS ($10.7M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $21.4M | 11.70% | 218,224 | Added |
| 2 | IVV | ISHARES TR | $21.3M | 11.64% | 32,538 | Trimmed |
| 3 | FLBL | FRANKLIN TEMPLETON ETF TR | $16.5M | 9.02% | 716,210 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $12.9M | 7.08% | 283,084 | Trimmed |
| 5 | JMBS | JANUS DETROIT STR TR | $10.7M | 5.88% | 237,532 | Added |
| 6 | PSK | SPDR SERIES TRUST | $10.7M | 5.84% | 345,497 | Trimmed |
| 7 | IEMG | ISHARES INC | $7.4M | 4.05% | 106,101 | Added |
| 8 | KBE | SPDR SERIES TRUST | $7.3M | 3.99% | 122,355 | Added |
| 9 | RSPN | INVESCO EXCHANGE TRADED FD T | $6.2M | 3.41% | 108,169 | New |
| 10 | IEFA | ISHARES TR | $5.7M | 3.12% | 62,980 | Trimmed |
| 11 | USHY | ISHARES TR | $5.4M | 2.97% | 147,190 | Trimmed |
| 12 | JSI | JANUS DETROIT STR TR | $5.4M | 2.93% | 103,879 | Added |
| 13 | CARY | ANGEL OAK FUNDS TRUST | $5.3M | 2.92% | 256,245 | Added |
| 14 | IHF | ISHARES TR | $4.4M | 2.40% | 104,704 | Added |
| 15 | IEF | ISHARES TR | $4.1M | 2.24% | 42,937 | Added |
| 16 | JAAA | JANUS DETROIT STR TR | $3.7M | 2.05% | 74,351 | Added |
| 17 | VLUE | ISHARES TR | $3.7M | 2.05% | 26,302 | Trimmed |
| 18 | GRID | FIRST TR EXCHANGE-TRADED FD | $3.1M | 1.71% | 19,134 | New |
| 19 | EEMA | ISHARES INC | $2.8M | 1.55% | 29,599 | Trimmed |
| 20 | XLY | SELECT SECTOR SPDR TR | $2.7M | 1.48% | 24,872 | New |
| 21 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.6M | 1.44% | 52,379 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.44% | 51,959 | Added |
| 23 | SRLN | SSGA ACTIVE ETF TR | $2.6M | 1.42% | 64,805 | Added |
| 24 | IGSB | ISHARES TR | $1.6M | 0.87% | 30,372 | Trimmed |
| 25 | ESGD | ISHARES TR | $1.4M | 0.76% | 14,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31