Safeguard Investment Advisory Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$294K	Buy
2025 Q2	$275K	Buy
2021 Q1	–	Sell
2020 Q4	$44K	Buy