Ownership history in Advisory Resource Group · 19 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 12,828 | -780 | -5.7% | 0.27% | $1.5M | $117.99 |
| 2025 Q2 | REDUCED | 13,608 | -3,736 | -21.5% | 0.28% | $1.5M | $107.80 |
| 2025 Q1 | REDUCED | 17,344 | -50 | -0.3% | 0.34% | $1.7M | $95.57 |
| 2024 Q4 | REDUCED | 17,394 | -912 | -5.0% | 0.36% | $1.7M | $95.65 |
| 2024 Q3 | ADDED | 18,306 | +451 | +2.5% | 0.35% | $1.7M | $89.08 |
| 2024 Q2 | ADDED | 17,855 | +938 | +5.5% | 0.35% | $1.5M | $84.16 |
| 2024 Q1 | ADDED | 16,917 | +1,708 | +11.2% | 0.32% | $1.4M | $80.01 |
| 2023 Q4 | ADDED | 15,209 | +294 | +2.0% | 0.28% | $1.1M | $71.00 |
| 2023 Q3 | ADDED | 14,915 | +339 | +2.3% | 0.26% | $978K | $63.92 |
| 2023 Q2 | REDUCED | 14,576 | -364 | -2.4% | 0.26% | $949K | $63.28 |
As of 2025 Q4 — sorted by position size