Safeguard Financial, LLC Utilities Sector Spdr Transaction History

Safeguard Financial, LLC

$422 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$62.77 - $72.87 $192,829 - $223,856	3,072 New	3,072 $209,000
Q2 2023 Aug 07, 2023	BUY	$64.34 - $69.97 $64,340 - $69,970	1,000 New	1,000 $65,000

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.13 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.09 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$966 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$703 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$458 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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