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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$131K	Buy
2024 Q2	–	Sell
2024 Q1	$261K	Sell
2023 Q4	$368K	Sell
2023 Q3	$927K	Sell
2023 Q2	$1.08M	Buy
2023 Q1	$416K	Buy