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

Safeguard Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$569K	Buy	5,510 +464	+9%	+$52.6K	0.12%	59
2024 Q4	$587K	Buy	5,046 +4	+0.1%	+$465	0.13%	59
2024 Q3	$569K	Buy	5,042 +1,894	+60%	+$208K	0.13%	61
2024 Q2	$356K	Buy	3,148 +46	+1%	+$4.84K	0.1%	74
2024 Q1	$323K	Sell	3,102 -784	-20%	-$79.3K	0.11%	66
2023 Q4	$374K	Buy	3,886 +6	+0.2%	+$534	0.14%	55
2023 Q3	$318K	Sell	3,880 -14	-0.4%	-$1.2K	0.15%	54
2023 Q2	$338K	Buy	+3,894	New	+$307K	0.16%	52
2023 Q1	–	Sell	-3,232	Closed	-$201K	–	80
2022 Q4	$201K	Buy	+3,232	New	+$205K	0.14%	65
2022 Q3	–	Sell	-5,056	Closed	-$321K	–	53
2022 Q2	$321K	Buy	5,056 +350	+7%	+$24.4K	0.38%	35
2022 Q1	$374K	Buy	+4,706	New	+$369K	0.56%	34

Other funds holding XLK

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Safeguard Financial's XLK Position: Q1 2025 in Review

Safeguard Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.2% in Q1 2025, buying an estimated $52.6K and bringing the position to 5,510 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #59.

Safeguard Financial first reported a position in XLK in Q1 2022 and has held it in 11 quarters since. The position peaked at $587K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Safeguard Financial held 5,510 shares of State Street Technology Select Sector SPDR ETF worth $569K as of Q1 2025.
Safeguard Financial bought 464 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $52.6K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #59 holding.
Safeguard Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
Safeguard Financial's State Street Technology Select Sector SPDR ETF position peaked at $587K in Q4 2024.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

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