Safeguard Investment Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Safeguard Investment Advisory Group’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
2026 Q2	$287K	Buy	1,550 +39	+3%	+$6.78K	0.07%	128
2026 Q1	$244K	Sell	1,511 -45	-3%	-$7.55K	0.07%	116
2025 Q4	$241K	Buy	1,556 +197	+14%	+$30.3K	0.06%	117
2025 Q3	$210K	Buy	+1,359	New	+$206K	0.05%	142
2021 Q1	–	Sell	-1,082	Closed	-$95K	–	737
2020 Q4	$95K	Buy	+1,082	New	+$91.2K	0.08%	124

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Safeguard Investment Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.6% in Q2 2026, buying an estimated $6.78K and bringing the position to 1,550 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #128.

Safeguard Investment Advisory Group first reported a position in XLI in Q4 2020 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Safeguard Investment Advisory Group held 1,550 shares of State Street Industrial Select Sector SPDR ETF worth $287K as of Q2 2026.
Safeguard Investment Advisory Group bought 39 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.78K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #128 holding.
Safeguard Investment Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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