Safeguard Investment Advisory Group’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
Q3 | $310K | Sell |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $334K | Buy |
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