SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 434 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 13,585 Value ($000) $522 Avg Close — Range —
Q3 2023
Shares 44,903 Value ($000) $1,530 Avg Close — Range —
Q2 2023
Shares 44,585 Value ($000) $1,680 Avg Close — Range —
Q1 2023
Shares 41,245 Value ($000) $1,542 Avg Close — Range —
Q4 2022
Shares 50,133 Value ($000) $1,851 Avg Close — Range —