SageView Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-994	Closed	-$44.4K	–	2457
2025 Q4	$44.4K	Buy	+994	New	+$44.3K	﹤0.01%	1123
2024 Q3	–	Sell	-4,514	Closed	-$206K	–	581
2024 Q2	$206K	Buy	+4,514	New	+$210K	0.01%	536
2024 Q1	–	Sell	-27,834	Closed	-$1.18M	–	840
2023 Q4	$1.18M	Sell	27,834 -27,704	-50%	-$1.18M	0.05%	227
2023 Q3	$2.51M	Buy	55,538 +4,928	+10%	+$216K	0.14%	96
2023 Q2	$2.05M	Buy	50,610 +22,582	+81%	+$920K	0.11%	115
2023 Q1	$1.16M	Buy	28,028 +14,236	+103%	+$609K	0.07%	182
2022 Q4	$603K	Buy	+13,792	New	+$600K	0.05%	217

Other funds holding XLE

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

SageView Advisory Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 994 shares — an estimated $44.4K sold.

SageView Advisory Group first reported a position in XLE in Q4 2022 and held it in 7 quarters. The position peaked at $2.51M in Q3 2023. 2,120 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SageView Advisory Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 994 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $44.4K.
SageView Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $2.51M in Q3 2023.
2,120 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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