SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 396 Value ($000) $47 Avg Close — Range —
Q4 2023
Shares 3,130 Value ($000) $545 Avg Close — Range —
Q3 2023
Shares 6,426 Value ($000) $1,034 Avg Close — Range —
Q2 2023
Shares 5,662 Value ($000) $962 Avg Close — Range —
Q1 2023
Shares 2,388 Value ($000) $357 Avg Close — Range —