Sage Advisory Services, Ltd.Co.
Annual return '25
+5.7%
SPY '25
+17.7%
Alpha
-12.0ptsvs SPY
Invested
$182.6M
Holdings
42
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q4 2025: Sold 24.2% (187.1k → 141.8k shares)
11.7%
02
$IVV
ISHARES TR
Q4 2025: Increased +36.0% (25.4k → 34.5k shares)
11.6%
03
$FLBL
FRANKLIN TEMPLETON ETF TR
Q3 2025: Increased +5.2% (371.4k → 390.6k shares)
9.0%
04
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Increased +48.6% (190.6k → 283.3k shares)
7.1%
05
$JMBS
JANUS DETROIT STR TR
Q4 2025: Increased +23.3% (187.5k → 231.2k shares)
5.9%
06
$PSK
SPDR SERIES TRUST
Q4 2025: Sold 4.7% (362.5k → 345.5k shares)
5.8%
07
$IEMG
ISHARES INC
Q4 2025: Sold 3.1% (85.8k → 83.2k shares)
4.1%
08
$KBE
SPDR SERIES TRUST
Q4 2025: New position (74.2k shares)
4.0%
09
$RSPN
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.4%
10
$IEFA
ISHARES TR
Q4 2025: Sold 17.2% (137.3k → 113.7k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.