SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 5,648 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 5,044 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 5,521 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 6,434 Value ($000) $320 Avg Close — Range —
Q4 2024
Shares 6,864 Value ($000) $332 Avg Close — Range —
Q3 2024
Shares 6,203 Value ($000) $281 Avg Close — Range —
Q2 2024
Shares 8,120 Value ($000) $334 Avg Close — Range —
Q4 2023
Shares 24,530 Value ($000) $963 Avg Close — Range —
Q3 2023
Shares 76,925 Value ($000) $2,552 Avg Close — Range —
Q2 2023
Shares 70,682 Value ($000) $2,383 Avg Close — Range —
Q1 2023
Shares 38,808 Value ($000) $1,248 Avg Close — Range —
Q4 2022
Shares 20,927 Value ($000) $716 Avg Close — Range —