SageView Advisory Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $963K | Sell |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $716K | Buy |
|