SAG
SageView Advisory Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
5,521
-913
| -14% | -$48.5K | 0.01% | 500 |
|
|
2025
Q1 | $320K | Sell |
6,434
-430
| -6% | -$21.4K | 0.01% | 456 |
|
|
2024
Q4 | $332K | Buy |
6,864
+661
| +11% | +$31.9K | 0.01% | 429 |
|
|
2024
Q3 | $281K | Sell |
6,203
-1,917
| -24% | -$86.9K | 0.01% | 417 |
|
|
2024
Q2 | $334K | Buy |
+8,120
| New | +$334K | 0.02% | 409 |
|
|
2024
Q1 | – | Sell |
-24,530
| Closed | -$963K | – | 884 |
|
|
2023
Q4 | $963K | Sell |
24,530
-52,395
| -68% | -$2.06M | 0.04% | 261 |
|
|
2023
Q3 | $2.55M | Buy |
76,925
+6,243
| +9% | +$207K | 0.15% | 94 |
|
|
2023
Q2 | $2.38M | Buy |
70,682
+31,874
| +82% | +$1.07M | 0.13% | 103 |
|
|
2023
Q1 | $1.25M | Buy |
38,808
+17,881
| +85% | +$575K | 0.08% | 175 |
|
|
2022
Q4 | $716K | Buy |
+20,927
| New | +$716K | 0.06% | 197 |
|