SageView Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Sell
4,736
-96
-2% -$4.99K 0.01% 543
2026
Q1
$239K Sell
4,832
-816
-14% -$42.5K 0.01% 529
2025
Q4
$309K Buy
5,648
+604
+12% +$32.2K 0.01% 481
2025
Q3
$272K Sell
5,044
-477
-9% -$25.3K 0.01% 545
2025
Q2
$293K Sell
5,521
-913
-14% -$45.2K 0.01% 500
2025
Q1
$320K Sell
6,434
-430
-6% -$21.6K 0.01% 456
2024
Q4
$332K Buy
6,864
+661
+11% +$32K 0.01% 429
2024
Q3
$281K Sell
6,203
-1,917
-24% -$83.6K 0.01% 417
2024
Q2
$334K Buy
+8,120
New +$334K 0.02% 409
2024
Q1
Sell
-24,530
Closed -$963K 841
2023
Q4
$963K Sell
24,530
-52,395
-68% -$1.81M 0.04% 261
2023
Q3
$2.55M Buy
76,925
+6,243
+9% +$215K 0.15% 94
2023
Q2
$2.38M Buy
70,682
+31,874
+82% +$1.04M 0.13% 103
2023
Q1
$1.25M Buy
38,808
+17,881
+85% +$621K 0.08% 175
2022
Q4
$716K Buy
+20,927
New +$708K 0.06% 197

Other funds holding XLF

SageView Advisory Group's XLF Position: Q2 2026 in Review

SageView Advisory Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, selling an estimated $4.99K and leaving 4,736 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #543.

SageView Advisory Group first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q3 2023. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • SageView Advisory Group held 4,736 shares of State Street Financial Select Sector SPDR ETF worth $254K as of Q2 2026.
  • SageView Advisory Group sold 96 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.99K.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #543 holding.
  • SageView Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $2.55M in Q3 2023.
  • 1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.