Safeguard Investment Advisory Group’s State Street Utilities Select Sector SPDR ETF 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 Q4	–	Sell	-6,738	Closed	-$294K	–	164
2025 Q3	$294K	Buy	6,738 +4	+0.1%	+$169	0.07%	106
2025 Q2	$275K	Buy	+6,734	New	+$268K	0.07%	111
2021 Q1	–	Sell	-1,406	Closed	-$44K	–	741
2020 Q4	$44K	Buy	+1,406	New	+$44.5K	0.04%	216

Other funds holding XLU

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Safeguard Investment Advisory Group's XLU Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 6,738 shares — an estimated $294K sold.

Safeguard Investment Advisory Group first reported a position in XLU in Q4 2020 and held it in 3 quarters. The position peaked at $294K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Safeguard Investment Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 6,738 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $294K.
Safeguard Investment Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Safeguard Investment Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $294K in Q3 2025.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.