SageView Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SageView Advisory Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,424	Closed	-$168K	–	2458
2025 Q4	$168K	Buy	+1,424	New	+$164K	0.01%	653
2024 Q2	–	Sell	-10,000	Closed	-$39.1K	–	817
2024 Q1	$39.1K	Buy	10,000 +4,258	+74%	+$332K	﹤0.01%	518
2023 Q4	$447K	Sell	5,742 -12,206	-68%	-$840K	0.02%	413
2023 Q3	$1.18M	Buy	17,948 +753	+4%	+$50.2K	0.07%	184
2023 Q2	$1.12M	Buy	17,195 +9,080	+112%	+$553K	0.06%	205
2023 Q1	$470K	Buy	+8,115	New	+$441K	0.03%	317

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SageView Advisory Group's XLC Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1,424 shares — an estimated $168K sold.

SageView Advisory Group first reported a position in XLC in Q1 2023 and held it in 6 quarters. The position peaked at $1.18M in Q3 2023. 1,188 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

SageView Advisory Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,424 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $168K.
SageView Advisory Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
SageView Advisory Group's State Street Communication Services Select Sector SPDR ETF position peaked at $1.18M in Q3 2023.
1,188 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.