Sage Investment Advisers LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sage Investment Advisers LLC opened 5 positions, added to 11, reduced 12, sold out of 3 and left 4 unchanged. The largest increase in value was VOO (+$3,309,785); the largest decrease was SJNK (-$1,839,128).
- SJNK: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 73,920; Shares 2026-06-30 0.
- XLE: Country of operation —; Class STATE STREET ENE; Shares 2026-03-31 14,956; Shares 2026-06-30 0.
- XLV: Country of operation —; Class STATE STREET HEA; Shares 2026-03-31 5,582; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1925418): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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