SAG
SageView Advisory Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
2,598
-383
| -13% | -$101K | 0.03% | 307 |
|
|
2025
Q1 | $615K | Sell |
2,981
-331
| -10% | -$68.3K | 0.03% | 301 |
|
|
2024
Q4 | $770K | Buy |
3,312
+181
| +6% | +$42.1K | 0.03% | 261 |
|
|
2024
Q3 | $707K | Sell |
3,131
-119
| -4% | -$26.9K | 0.04% | 244 |
|
|
2024
Q2 | $735K | Buy |
3,250
+410
| +14% | +$92.8K | 0.03% | 271 |
|
|
2024
Q1 | $358K | Sell |
2,840
-5,959
| -68% | -$751K | 0.02% | 379 |
|
|
2023
Q4 | $1.78M | Sell |
8,799
-12,712
| -59% | -$2.57M | 0.08% | 159 |
|
|
2023
Q3 | $3.53M | Buy |
21,511
+1,192
| +6% | +$195K | 0.2% | 71 |
|
|
2023
Q2 | $3.53M | Buy |
20,319
+6,089
| +43% | +$1.06M | 0.2% | 76 |
|
|
2023
Q1 | $2.15M | Sell |
14,230
-5,330
| -27% | -$805K | 0.14% | 105 |
|
|
2022
Q4 | $2.43M | Buy |
+19,560
| New | +$2.43M | 0.2% | 80 |
|