Safeguard Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Safeguard Financial’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-522	Closed	-$21K	–	566
2023 Q2	$21K	Buy	+522	New	+$21.3K	0.01%	261

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Safeguard Financial's XLE Position: Q3 2023 in Review

Safeguard Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 522 shares — an estimated $21K sold.

Safeguard Financial first reported a position in XLE in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Safeguard Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 522 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $21K.
Safeguard Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
Safeguard Financial's State Street Energy Select Sector SPDR ETF position peaked at $21K in Q2 2023.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.