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

Safeguard Financial’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$615K	Sell	4,696 -194	-4%	-$26.2K	0.13%	55
2024 Q4	$644K	Buy	4,890 +11	+0.2%	+$1.52K	0.14%	55
2024 Q3	$661K	Buy	4,879 +1,174	+32%	+$149K	0.16%	53
2024 Q2	$452K	Buy	3,705 +163	+5%	+$20.1K	0.13%	62
2024 Q1	$446K	Sell	3,542 -41	-1%	-$4.83K	0.15%	57
2023 Q4	$408K	Buy	3,583 +110	+3%	+$11.5K	0.15%	51
2023 Q3	$352K	Buy	3,473 +102	+3%	+$10.9K	0.17%	51
2023 Q2	$361K	Buy	3,371 +9	+0.3%	+$906	0.17%	48
2023 Q1	$340K	Buy	+3,362	New	+$338K	0.21%	48

Other funds holding XLI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Safeguard Financial's XLI Position: Q1 2025 in Review

Safeguard Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q1 2025, selling an estimated $26.2K and leaving 4,696 shares worth $615K. The position accounts for 0.13% of the portfolio, ranked #55.

Safeguard Financial first reported a position in XLI in Q1 2023 and has held it in 9 quarters since. The position peaked at $661K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Safeguard Financial held 4,696 shares of State Street Industrial Select Sector SPDR ETF worth $615K as of Q1 2025.
Safeguard Financial sold 194 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $26.2K.
State Street Industrial Select Sector SPDR ETF made up 0.13% of Safeguard Financial's portfolio in Q1 2025, its #55 holding.
Safeguard Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 9 quarters since.
Safeguard Financial's State Street Industrial Select Sector SPDR ETF position peaked at $661K in Q3 2024.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

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