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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
4,715
+16
+0.3% +$803 0.05% 94
2024
Q4
$227K Buy
4,699
+20
+0.4% +$967 0.05% 106
2024
Q3
$212K Buy
+4,679
New +$204K 0.05% 121
2023
Q3
Sell
-961
Closed -$32K 568
2023
Q2
$32K Buy
+961
New +$31.4K 0.02% 205
2022
Q2
Sell
-7,184
Closed -$275K 55
2022
Q1
$275K Buy
+7,184
New +$281K 0.41% 37

Other funds holding XLF

Safeguard Financial's XLF Position: Q1 2025 in Review

Safeguard Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.34% in Q1 2025, buying an estimated $803 and bringing the position to 4,715 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #94.

Safeguard Financial first reported a position in XLF in Q1 2022 and has held it in 5 quarters since. The position peaked at $275K in Q1 2022. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

  • Safeguard Financial held 4,715 shares of State Street Financial Select Sector SPDR ETF worth $235K as of Q1 2025.
  • Safeguard Financial bought 16 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $803.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #94 holding.
  • Safeguard Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 5 quarters since.
  • Safeguard Financial's State Street Financial Select Sector SPDR ETF position peaked at $275K in Q1 2022.
  • 1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.