Safeguard Investment Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Safeguard Investment Advisory Group’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
2026 Q2	$409K	Sell	7,707 -227	-3%	-$13K	0.09%	103
2026 Q1	$486K	Sell	7,934 -305	-4%	-$16.4K	0.13%	72
2025 Q4	$368K	Buy	8,239 +123	+2%	+$5.48K	0.09%	87
2025 Q3	$363K	Sell	8,116 -60	-0.7%	-$2.63K	0.09%	93
2025 Q2	$347K	Buy	8,176 +388	+5%	+$16.2K	0.09%	98
2025 Q1	$364K	Buy	+7,788	New	+$351K	0.1%	84
2024 Q4	–	Sell	-4,584	Closed	-$201K	–	128
2024 Q3	$201K	Sell	4,584 -1,914	-29%	-$85.6K	0.06%	114
2024 Q2	$296K	Sell	6,498 -244	-4%	-$11.4K	0.09%	74
2024 Q1	$318K	Sell	6,742 -714	-10%	-$30.7K	0.11%	72
2023 Q4	$313K	Sell	7,456 -410	-5%	-$17.5K	0.12%	71
2023 Q3	$355K	Sell	7,866 -332	-4%	-$14.5K	0.15%	62
2023 Q2	$333K	Sell	8,198 -2,130	-21%	-$86.8K	0.14%	67
2023 Q1	$428K	Sell	10,328 -4,882	-32%	-$209K	0.21%	57
2022 Q4	$665K	Sell	15,210 -2,752	-15%	-$120K	0.41%	40
2022 Q3	$646K	Buy	17,962 +820	+5%	+$31K	0.44%	40
2022 Q2	$655K	Hold	17,142	–	–	0.4%	40
2022 Q1	$655K	Sell	17,142 -2,246	-12%	-$77.8K	0.45%	35
2021 Q4	$538K	Sell	19,388 -1,032	-5%	-$29.2K	0.31%	47
2021 Q3	$531K	Sell	20,420 -2,028	-9%	-$50.2K	0.34%	44
2021 Q2	$604K	Sell	22,448 -464	-2%	-$12.1K	0.43%	44
2021 Q1	$562K	Sell	22,912 -894	-4%	-$20.6K	0.5%	39
2020 Q4	$451K	Buy	+23,806	New	+$410K	0.4%	47

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Safeguard Investment Advisory Group's XLE Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.9% in Q2 2026, selling an estimated $13K and leaving 7,707 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #103.

Safeguard Investment Advisory Group first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $665K in Q4 2022. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Safeguard Investment Advisory Group held 7,707 shares of State Street Energy Select Sector SPDR ETF worth $409K as of Q2 2026.
Safeguard Investment Advisory Group sold 227 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $13K.
State Street Energy Select Sector SPDR ETF made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #103 holding.
Safeguard Investment Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Safeguard Investment Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $665K in Q4 2022.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.