• 13F History

Sage Advisory Services, Ltd.Co.

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$169M
Signature - Title
Wade T. Uloth - CCO
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Sage Advisory Services, Ltd.Co.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sage Advisory Services, Ltd.Co. reported 42 stock holdings with total value $169M as of Q4 2024. Top holdings included IVV, MBB, IEFA, DSTL, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 42 $169M +$19.5M -$215M -$196M IVV, MBB, IEFA, DSTL, QUAL 13F-HR 2/5/2025, 10:26 AM
Q3 2024 46 $356M $0 $0 IEFA, QUAL, JQUA, IVV, MBB 13F-HR 11/4/2024, 03:58 PM
Q2 2024 46 $356M +$37M -$45.4M -$8.39M IEFA, QUAL, JQUA, IVV, MBB 13F-HR 8/6/2024, 12:47 PM
Q1 2024 48 $366M +$62.7M -$87.4M -$24.7M IVV, IEFA, MBB, JQUA, QUAL 13F-HR 4/26/2024, 11:32 AM
Q4 2023 52 $373M +$73M -$76.8M -$3.73M IVV, JQUA, JEPI, IEFA, MBB 13F-HR 2/1/2024, 03:37 PM
Q3 2023 49 $357M +$61.5M -$36.2M +$25.4M IVV, JEPI, MBB, IEFA, JPST 13F-HR 11/2/2023, 03:06 PM
Q2 2023 46 $343M +$56.1M -$60.7M -$4.58M IVV, JEPI, IEFA, MBB, SPYD 13F-HR 8/2/2023, 05:14 PM
Q1 2023 45 $353M +$64.9M -$21.7M +$43.2M IVV, JEPI, USHY, IEFA, IGSB 13F-HR 5/4/2023, 10:05 AM
Q4 2022 47 $342M +$59.4M -$30M +$29.4M IVV, QUAL, IEFA, JEPI, USHY 13F-HR 2/7/2023, 09:48 AM
Q3 2022 45 $321M +$67.1M -$35.3M +$31.7M IVV, MGK, QUAL, IEFA, USHY 13F-HR 11/10/2022, 08:53 AM
Q2 2022 52 $349M +$59.3M -$38.1M +$21.2M IEFA, IVV, EEMA, MGK, IGSB 13F-HR 8/2/2022, 09:58 AM
Q1 2022 50 $396M +$94.1M -$40.6M +$53.5M IEFA, MGK, IVV, EEMA, XLK 13F-HR 5/4/2022, 04:45 PM
Q4 2021 55 $403M +$88.1M -$26.9M +$61.1M IEFA, IVV, MGK, EEMA, SRLN 13F-HR 1/31/2022, 09:56 AM
Q3 2021 58 $385M +$81.8M -$58.2M +$23.5M IEFA, IVV, EEMA, SRLN, EFV 13F-HR 10/25/2021, 02:45 PM
Q2 2021 54 $365M +$49.3M -$110M -$61M IEFA, IVV, EFV, SRLN, VNQ 13F-HR 7/14/2021, 04:14 PM
Q1 2021 50 $411M +$78.6M -$65.2M +$13.4M IEFA, IVV, VTV, XLK, EEMA 13F-HR 4/27/2021, 04:50 PM
Q4 2020 50 $379M +$94.9M -$25.8M +$69.2M IEFA, IVV, VTV, IJR, XLK 13F-HR 1/25/2021, 02:20 PM
Q3 2020 51 $304M +$83.6M -$96.5M -$12.9M IEFA, VTV, XLK, IVV, XLY 13F-HR 10/30/2020, 12:04 PM
Q2 2020 51 $318M +$100M -$41.2M +$59M IEFA, QUAL, VLUE, EFV, XLK 13F-HR 7/28/2020, 12:09 PM
Q1 2020 46 $260M +$108M -$19.3M +$89M QUAL, IEFA, XLK, IVV, VLUE 13F-HR 4/30/2020, 11:38 AM
Q4 2019 54 $315M +$49.8M -$52.3M -$2.46M QUAL, IEFA, XLK, VLUE, SDY 13F-HR 1/28/2020, 08:40 AM
Q3 2019 50 $305M +$66.6M -$72.3M -$5.63M QUAL, XLK, IEFA, XLP, SDY 13F-HR 10/17/2019, 08:02 AM
Q2 2019 48 $341M +$115M -$548M -$433M IEFA, BSV, QUAL, XLK, IEMG 13F-HR 7/26/2019, 09:22 AM
Q1 2019 55 $1.04B +$80.2M -$61.2M +$19M IVV, IEFA, MBB, IEMG, IGOV 13F-HR 5/3/2019, 08:13 AM
Q4 2018 54 $957M +$124M -$71.6M +$52.4M IVV, MBB, IEFA, IEMG, IGOV 13F-HR 1/31/2019, 01:53 PM
Q3 2018 57 $1.05B +$176M -$47.3M +$129M IVV, MBB, IEMG, IEFA, IGOV 13F-HR 10/25/2018, 11:31 AM
Q2 2018 49 $1.01B +$129M -$87.9M +$41.3M IVV, MBB, IJR, IEFA, IGOV 13F-HR 7/25/2018, 09:29 AM
Q1 2018 50 $998M +$293M -$169M +$124M IVV, MBB, IEMG, IJR, IEFA 13F-HR 5/2/2018, 02:35 PM
Q4 2017 45 $997M +$257M -$178M +$78.3M IEFA, IVV, MBB, IJR, IGIB 13F-HR 1/30/2018, 02:49 PM
Q3 2017 44 $929M +$353M -$195M +$158M IEFA, IJR, MBB, IGIB, IVV 13F-HR 11/6/2017, 10:45 AM
Q2 2017 36 $861M +$301M -$116M +$185M SPY, IEFA, MBB, IGIB, IVV 13F-HR 8/3/2017, 01:17 PM
Q1 2017 25 $833M +$189M -$41.4M +$147M SPY, IEFA, EFA, MBB, IJJ 13F-HR 5/3/2017, 11:33 AM
Q4 2016 25 $783M +$360M -$51.9M +$308M SPY, EFA, MBB, IEFA, VWO 13F-HR 2/1/2017, 12:50 PM
Q3 2016 13 $793M +$233M -$52.4M +$181M USMV, EFA, VWO, EFAV, SPY 13F-HR 10/31/2016, 09:58 AM
Q2 2016 14 $756M +$39.9M -$14.5M +$25.4M USMV, EFAV, MBB, EFA, IVW 13F-HR 8/1/2016, 04:58 PM
Q1 2016 19 $769M +$274M -$81.8M +$193M USMV, EFAV, EFA, MBB, IVW 13F-HR 5/2/2016, 11:19 AM
Q4 2015 19 $759M +$415M -$316M +$99.5M SPLVXXXX, EFAV, MBB, EFA, SPY 13F-HR 2/1/2016, 10:46 AM
Q3 2015 16 $724M +$257M -$35.8M +$221M SPY, EFA, MBB, HEDJ, IEF 13F-HR 10/28/2015, 06:15 PM
Q2 2015 17 $728M +$173M -$20.6M +$152M EFA, RSPXXXX, SPY, MBB, IVW 13F-HR 8/6/2015, 04:36 PM
Q1 2015 18 $748M +$261M -$197M +$64M EFA, RSPXXXX, SPY, HYS, VGK 13F-HR 5/5/2015, 05:20 PM
Q4 2014 15 $721M +$353M -$24M +$329M SPY, EFA, RSPXXXX, MBB, HYG 13F-HR 2/5/2015, 01:55 PM
Q3 2014 15 $728M +$351M -$200M +$151M SPLVXXXX, RSPXXXX, MBB, SPY, HYS 13F-HR 11/5/2014, 09:29 AM
Q2 2014 17 $803M +$228M -$92.7M +$136M SPY, MDY, MBB, RSPXXXX, HYS 13F-HR 8/11/2014, 12:18 PM
Q1 2014 15 $848M +$157M -$94.3M +$62.6M SPY, IVW, MDY, EFA, HYS 13F-HR 4/28/2014, 04:31 PM
Q4 2013 13 $835M SPY, EFA, MDY, IVW, DXJ Restatement 2/7/2014, 02:23 PM