SAG
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SageView Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SageView Advisory Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$131K Buy
+3,064
New +$136K ﹤0.01% 741
2024
Q2 		– Sell
-5,528
Closed -$261K – 818
2024
Q1 		$261K Sell
5,528
-6,416
-54% -$200K 0.01% 448
2023
Q4 		$368K Sell
11,944
-19,520
-62% -$597K 0.02% 454
2023
Q3 		$927K Sell
31,464
-1,638
-5% -$52.8K 0.05% 219
2023
Q2 		$1.08M Buy
33,102
+20,818
+169% +$701K 0.06% 211
2023
Q1 		$416K Buy
+12,284
New +$416K 0.03% 335

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return