Sage Advisory Services, Ltd.Co. Top Holdings and 13F Report (2026) About Sage Advisory Services, Ltd.Co.Investment ActivitySage Advisory Services, Ltd.Co. has $185.67 million in total holdings as of September 30, 2026.Sage Advisory Services, Ltd.Co. owns shares of 42 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 14.96% of the portfolio was purchased this quarter.About 23.63% of the portfolio was sold this quarter.This quarter, Sage Advisory Services, Ltd.Co. has purchased 46 new stocks and bought additional shares in 7 stocks.Sage Advisory Services, Ltd.Co. sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $28,848,000SPDR Portfolio S&P 500 Growth ETF $20,580,000ANGEL OAK FUNDS TRUST $15,854,000SPDR Portfolio Developed World ex-US ETF $13,118,000SPDR ICE Preferred Securities ETF $10,123,000 Largest New Holdings this Quarter 464286681 - iShares MSCI USA Equal Weighted ETF $2,743,000 Holding Largest Purchases this Quarter ANGEL OAK FUNDS TRUST 513,594 shares (about $10.33M)Janus Henderson B-BBB CLO ETF 95,508 shares (about $4.51M)iShares Core MSCI EAFE ETF 40,228 shares (about $3.90M)Janus Henderson AAA CLO ETF 75,505 shares (about $3.81M)iShares MSCI USA Equal Weighted ETF 24,637 shares (about $2.74M) Largest Sales this Quarter Franklin Senior Loan ETF 351,150 shares (about $8.08M)SPDR Portfolio S&P 500 Growth ETF 62,719 shares (about $7.72M)Janus Henderson Mortgage-Backed Securities ETF 103,425 shares (about $4.37M)iShares Core MSCI Emerging Markets ETF 43,527 shares (about $3.53M)iShares Broad USD High Yield Corporate Bond ETF 73,974 shares (about $2.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSage Advisory Services, Ltd.Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,848,000$2,297,547 ▼-7.4%37,66815.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$20,580,000$7,719,515 ▼-27.3%167,20711.1%ETFANGEL OAK FUNDS TRUST$15,854,000$10,333,750 ▲187.2%787,9548.5%INCOME ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,118,000$1,445,299 ▼-9.9%261,2627.1%ETFPSKSPDR ICE Preferred Securities ETF$10,123,000$443,892 ▼-4.2%357,1965.5%ETFIEFAiShares Core MSCI EAFE ETF$9,120,000$3,897,457 ▲74.6%94,1334.9%ETFFLBLFranklin Senior Loan ETF$7,889,000$8,076,850 ▼-50.6%342,9834.2%ETFJAAAJanus Henderson AAA CLO ETF$7,724,000$3,810,972 ▲97.4%153,0324.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$6,464,000$4,370,994 ▼-40.3%152,9493.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,878,000$3,532,681 ▼-42.0%60,1032.6%ETFJBBBJanus Henderson B-BBB CLO ETF$4,780,000$4,508,787 ▲1,662.5%101,2532.6%ETFIHFiShares U.S. Healthcare Providers ETF$4,646,000$738,345 ▼-13.7%84,6462.5%ETFKBESPDR S&P Bank ETF$4,470,000$512,745 ▼-10.3%70,7102.4%ETFIGViShares Expanded Tech-Software Sector ETF$4,053,000$443,969 ▼-9.9%38,0682.2%ETFSRLNSPDR Blackstone Senior Loan ETF$4,000,000$2,268,868 ▲131.1%99,0452.2%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$3,570,000$287,088 ▼-7.4%61,6291.9%ETFJANUS DETROIT STR TR$3,326,000$2,273,044 ▼-40.6%66,6271.8%HEND SECU IN ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$3,135,000$202,766 ▼-6.1%17,7031.7%ETFGSYInvesco Ultra Short Duration ETF$2,999,000$98,127 ▲3.4%60,0551.6%ETFJPSTJPMorgan Ultra-Short Income ETF$2,951,000$121,907 ▲4.3%58,5811.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,835,000$174,720 ▼-5.8%54,7791.5%ETFEUSAiShares MSCI USA Equal Weighted ETF$2,743,000$2,743,000 ▲New Holding24,6371.5%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,256,000$2,141,342 ▼-48.7%64,0451.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,572,000$618 ▼0.0%15,2560.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,551,000$32,891 ▼-2.1%30,2740.8%ETFISHARES TR$1,332,0000.0%12,0780.7%TRUST ISHARE 0-1SHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,182,0000.0%28,6500.6%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,140,000$25,145 ▼-2.2%45,9270.6%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$1,066,000$490 ▼0.0%15,2440.6%ETFTCW ETF TRUST$933,000$450 ▼0.0%10,3560.5%TRANSFRM 500 ETFIEFiShares 7-10 Year Treasury Bond ETF$891,000$2,402,385 ▼-72.9%9,9730.5%ETFEFIVSPDR S&P 500 ESG ETF$866,000$444 ▼-0.1%11,6930.5%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$860,0000.0%44,3100.5%ETFNULVNuveen ESG Large-Cap Value ETF$803,000$369 ▼0.0%15,2470.4%ETFESGEiShares ESG Aware MSCI EM ETF$738,000$217 ▼0.0%13,6350.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$468,000$2,643,542 ▼-85.0%13,0960.3%ETFTLTiShares 20+ Year Treasury Bond ETF$458,000$27,408 ▼-5.6%5,8820.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$417,000$35,770 ▼-7.9%9,1980.2%ETFMBBiShares MBS ETF$323,000$97,241 ▼-23.1%3,6040.2%ETFHYFIAB High Yield ETF$247,000$21,290 ▼-7.9%6,8450.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$244,000$1,816 ▼-0.7%2,6870.1%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$221,000$18,778 ▼-7.8%4,7430.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$3,049,000 ▼-100.0%00.0%ETFREMiShares Mortgage Real Estate ETF$0$229,000 ▼-100.0%00.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$0$228,000 ▼-100.0%00.0%ETFFBPFirst BanCorp.$0$204,000 ▼-100.0%00.0%FinanceNUSCNuveen ESG Small-Cap ETF$0$203,000 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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