SageView Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SageView Advisory Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$635K	Sell	4,408 -732	-14%	-$106K	0.02%	320
2025 Q3	$724K	Sell	5,140 -56	-1%	-$7.42K	0.03%	314
2025 Q2	$686K	Sell	5,196 -766	-13%	-$85K	0.03%	307
2025 Q1	$615K	Sell	5,962 -662	-10%	-$75.1K	0.03%	301
2024 Q4	$770K	Buy	6,624 +362	+6%	+$42.1K	0.03%	261
2024 Q3	$707K	Sell	6,262 -238	-4%	-$26.1K	0.04%	244
2024 Q2	$735K	Buy	6,500 +820	+14%	+$86.3K	0.03%	271
2024 Q1	$358K	Sell	5,680 -11,918	-68%	-$1.21M	0.02%	379
2023 Q4	$1.78M	Sell	17,598 -25,424	-59%	-$2.26M	0.08%	159
2023 Q3	$3.53M	Buy	43,022 +2,384	+6%	+$204K	0.2%	71
2023 Q2	$3.53M	Buy	40,638 +12,178	+43%	+$960K	0.2%	76
2023 Q1	$2.15M	Sell	28,460 -10,660	-27%	-$734K	0.14%	105
2022 Q4	$2.43M	Buy	+39,120	New	+$2.48M	0.2%	80

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's XLK Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q4 2025, selling an estimated $106K and leaving 4,408 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #320.

SageView Advisory Group first reported a position in XLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.53M in Q2 2023. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

SageView Advisory Group held 4,408 shares of State Street Technology Select Sector SPDR ETF worth $635K as of Q4 2025.
SageView Advisory Group sold 732 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $106K.
State Street Technology Select Sector SPDR ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #320 holding.
SageView Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $3.53M in Q2 2023.
2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.