SageView Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
SageView Advisory Group's XLF Position: Q4 2025 in Review
SageView Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q4 2025, buying an estimated $32.2K and bringing the position to 5,648 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #481.
SageView Advisory Group first reported a position in XLF in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.55M in Q3 2023. 1,958 funds tracked by Wall St. Rank hold XLF as of Q4 2025.
- SageView Advisory Group held 5,648 shares of State Street Financial Select Sector SPDR ETF worth $309K as of Q4 2025.
- SageView Advisory Group bought 604 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $32.2K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #481 holding.
- SageView Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
- SageView Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $2.55M in Q3 2023.
- 1,958 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.
Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.