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

Safeguard Investment Advisory Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Buy	5,954 +798	+15%	+$41.6K	0.08%	99
2025 Q4	$282K	Sell	5,156 -599	-10%	-$31.9K	0.07%	107
2025 Q3	$310K	Sell	5,755 -153	-3%	-$8.11K	0.08%	103
2025 Q2	$309K	Buy	5,908 +231	+4%	+$11.4K	0.08%	103
2025 Q1	$283K	Buy	5,677 +878	+18%	+$44K	0.08%	104
2024 Q4	$232K	Sell	4,799 -115	-2%	-$5.56K	0.06%	96
2024 Q3	$223K	Sell	4,914 -221	-4%	-$9.64K	0.06%	98
2024 Q2	$211K	Sell	5,135 -577	-10%	-$23.7K	0.07%	98
2024 Q1	$241K	Sell	5,712 -72	-1%	-$2.84K	0.08%	87
2023 Q4	$217K	Buy	+5,784	New	+$200K	0.08%	90
2023 Q3	–	Sell	-6,407	Closed	-$216K	–	105
2023 Q2	$216K	Sell	6,407 -1,001	-14%	-$32.7K	0.09%	89
2023 Q1	$238K	Sell	7,408 -1,543	-17%	-$53.6K	0.11%	87
2022 Q4	$306K	Buy	8,951 +44	+0.5%	+$1.49K	0.19%	69
2022 Q3	$270K	Sell	8,907 -371	-4%	-$12.3K	0.18%	72
2022 Q2	$355K	Hold	9,278	–	–	0.22%	66
2022 Q1	$355K	Sell	9,278 -288	-3%	-$11.3K	0.24%	58
2021 Q4	$373K	Buy	9,566 +168	+2%	+$6.6K	0.22%	65
2021 Q3	$352K	Sell	9,398 -139	-1%	-$5.2K	0.23%	62
2021 Q2	$349K	Sell	9,537 -135	-1%	-$4.94K	0.25%	63
2021 Q1	$329K	Sell	9,672 -1,687	-15%	-$54.2K	0.29%	59
2020 Q4	$334K	Buy	+11,359	New	+$304K	0.3%	55

Other funds holding XLF

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

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

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

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

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

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

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

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

Safeguard Investment Advisory Group's XLF Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q1 2026, buying an estimated $41.6K and bringing the position to 5,954 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #99.

Safeguard Investment Advisory Group first reported a position in XLF in Q4 2020 and has held it in 21 quarters since. The position peaked at $373K in Q4 2021. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Safeguard Investment Advisory Group held 5,954 shares of State Street Financial Select Sector SPDR ETF worth $294K as of Q1 2026.
Safeguard Investment Advisory Group bought 798 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $41.6K.
State Street Financial Select Sector SPDR ETF made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #99 holding.
Safeguard Investment Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Safeguard Investment Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $373K in Q4 2021.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.