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
2026 Q1	–	Sell	-3,064	Closed	-$131K	–	2462
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SageView Advisory Group's XLU Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 3,064 shares — an estimated $131K sold.

SageView Advisory Group first reported a position in XLU in Q1 2023 and held it in 6 quarters. The position peaked at $1.08M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

SageView Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,064 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
SageView Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
SageView Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q2 2023.
1,602 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.