SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 3,064 Value ($000) $131 Avg Close — Range —
Q1 2024
Shares 2,764 Value ($000) $261 Avg Close — Range —
Q4 2023
Shares 5,972 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 15,732 Value ($000) $927 Avg Close — Range —
Q2 2023
Shares 16,551 Value ($000) $1,083 Avg Close — Range —
Q1 2023
Shares 6,142 Value ($000) $416 Avg Close — Range —