Sage Advisory Services, Ltd.Co. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Sage Advisory Services, Ltd.Co. held in its portfolio 40 assets valued at $183,586,000 (i.e. $183.59M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($34.58M), ISHARES TR ($23.65M), and SPDR INDEX SHS FDS ($12.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sage Advisory Services, Ltd.Co. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 616290 | 34582000 | STATE STREET SPD |
| ISHARES TR | 34523 | 23646000 | CORE S&P500 ETF |
| SPDR INDEX SHS FDS | 283259 | 12580000 | PORTFOLIO DEVLPD |
| JANUS DETROIT STR TR | 231243 | 10565000 | HENDERSON MTG |
| ISHARES TR | 113654 | 10167000 | CORE MSCI EAFE |
| FRANKLIN TEMPLETON ETF TR | 389587 | 9124000 | SENIOR LOAN ETF |
| ISHARES TR | 229109 | 8568000 | BROAD USD HIGH |
| ISHARES TR | 60625 | 7286000 | CORE S&P SCP ETF |
| ISHARES INC | 83202 | 5593000 | CORE MSCI EMKT |
| JANUS DETROIT STR TR | 101885 | 5304000 | HENDERSON SECURI |
| ANGEL OAK FUNDS TRUST | 248460 | 5174000 | INCOME ETF |
| ISHARES TR | 120349 | 5159000 | 0-5YR HI YL CP |
| J P MORGAN EXCHANGE TRADED | 72733 | 4595000 | US QUALTY FCTR |
| ISHARES TR | 94156 | 4514000 | US HLTHCR PR ETF |
| ISHARES TR | 40583 | 3902000 | 7-10 YR TRSY BD |
| ISHARES TR | 27307 | 3734000 | MSCI USA VALUE |
| JANUS DETROIT STR TR | 71395 | 3611000 | HENDRSON AAA CL |
| ISHARES INC | 30604 | 2877000 | MSCI EM ASIA ETF |
| INVESCO ACTIVELY MANAGED | 52377 | 2632000 | ULTRA SHRT DUR |
| J P MORGAN EXCHANGE TRADED | 50940 | 2577000 | ULTRA SHRT ETF |
| SSGA ACTIVE ETF TR | 56295 | 2323000 | STATE STREET BLA |
| FRANKLIN TEMPLETON ETF TR | 40473 | 1955000 | FTSE CANADA |
| ISHARES TR | 36616 | 1936000 | ISHS 1-5YR INVS |
| ISHARES TR | 15369 | 1461000 | ESG AW MSCI EAFE |
| ISHARES TR | 12078 | 1330000 | TRUST ISHARE 0-1 |
| VANECK ETF TRUST | 51142 | 1320000 | JP MRGAN EM LOC |
| VANECK ETF TRUST | 44310 | 881000 | EMERGING MRKT HI |
| TCW ETF TRUST | 10494 | 842000 | TRANSFRM 500 ETF |
| VANGUARD WORLD FD | 6505 | 787000 | ESG US STK ETF |
| NUSHARES ETF TR | 14748 | 664000 | NUVEEN ESG LRGVL |
| NUSHARES ETF TR | 12969 | 579000 | NUVEEN ESG SMLCP |
| ISHARES INC | 12347 | 545000 | ESG AWR MSCI EM |
| ISHARES TR | 6162 | 537000 | 20 YR TR BD ETF |
| ISHARES TR | 5064 | 482000 | MBS ETF |
| INVESCO EXCH TRADED FD TR | 19426 | 450000 | NATL AMT MUNI |
| ISHARES TR | 3347 | 322000 | JPMORGAN USD EMG |
| AB ACTIVE ETFS INC | 7235 | 272000 | HIGH YIELD ETF |
| ISHARES TR | 4576 | 247000 | ISHS 5-10YR INVT |
| J P MORGAN EXCHANGE TRADED | 4052 | 232000 | EQUITY PREMIUM |
| AMPLIFY ETF TR | 5202 | 231000 | CWP ENHANCED DIV |
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