Financial Select Sector SPDR shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 5.0k | 53.87 |
| 2025-06-30 | $293k | 5.5k | 53.07 |
| 2025-03-31 | $321k | 6.4k | 49.81 |
| 2024-12-31 | $332k | 6.9k | 48.33 |
| 2024-09-30 | $281k | 6.2k | 45.32 |
| 2024-06-30 | $334k | 8.1k | 41.11 |
| 2023-12-31 | $963k | 25k | 39.24 |
| 2023-09-30 | $2.6M | 77k | 33.17 |
| 2023-06-30 | $2.4M | 71k | 33.71 |
| 2023-03-31 | $1.2M | 39k | 32.15 |
| 2022-12-31 | $716k | 21k | 34.20 |