SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 994 Value ($000) $44 Avg Close — Range —
Q2 2024
Shares 2,257 Value ($000) $206 Avg Close — Range —
Q4 2023
Shares 13,917 Value ($000) $1,183 Avg Close — Range —
Q3 2023
Shares 27,769 Value ($000) $2,510 Avg Close — Range —
Q2 2023
Shares 25,305 Value ($000) $2,054 Avg Close — Range —
Q1 2023
Shares 14,014 Value ($000) $1,161 Avg Close — Range —
Q4 2022
Shares 6,896 Value ($000) $603 Avg Close — Range —