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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$275K	Buy	+3,367	New	+$275K	0.07%	111
2021 Q1	–	Sell	-703	Closed	-$44K	–	741
2020 Q4	$44K	Buy	+703	New	+$44K	0.04%	216