SAG
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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$44.4K Buy
2024
Q3 		– Sell
2024
Q2 		$206K Buy
2024
Q1 		– Sell
2023
Q4 		$1.18M Sell
2023
Q3 		$2.51M Buy
2023
Q2 		$2.05M Buy
2023
Q1 		$1.16M Buy
2022
Q4 		$603K Buy