Safeguard Investment Advisory Group, LLC Financial Sector Spdr Transaction History

Safeguard Investment Advisory Group, LLC

$367 Million
Q1 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 5,677 shares of XLF stock, worth $294,863. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,677

Previous 4,799 18.3%

Holding current value

$294,863

Previous $231,000 22.08%

% of portfolio

0.08%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $41,546 - $45,822	878 Added 18.3%	5,677 $282,000
Q4 2024 Feb 14, 2025	SELL	$44.89 - $51.34 $5,162 - $5,904	-115 Reduced 2.34%	4,799 $231,000
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $9,025 - $10,108	-221 Reduced 4.3%	4,914 $222,000
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $22,843 - $24,516	-577 Reduced 10.1%	5,135 $211,000
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $2,683 - $3,032	-72 Reduced 1.24%	5,712 $240,000
Q4 2023 Jan 26, 2024	BUY	$31.45 - $37.72 $181,906 - $218,172	5,784 New	5,784 $217,000
Q2 2023 Aug 01, 2023	SELL	$31.55 - $33.71 $31,581 - $33,743	-1,001 Reduced 13.51%	6,407 $215,000
Q1 2023 May 04, 2023	SELL	$30.98 - $37.0 $47,802 - $57,091	-1,543 Reduced 17.24%	7,408 $238,000
Q4 2022 Jan 26, 2023	BUY	$30.29 - $36.31 $1,332 - $1,597	44 Added 0.49%	8,951 $0
Q3 2022 Oct 25, 2022	SELL	$30.36 - $35.81 $11,263 - $13,285	-371 Reduced 4.0%	8,907 $270,000
Q1 2022 May 04, 2022	SELL	$35.66 - $41.42 $10,270 - $11,928	-288 Reduced 3.01%	9,278 $355,000
Q4 2021 Feb 03, 2022	BUY	$37.54 - $40.62 $6,306 - $6,824	168 Added 1.79%	9,566 $373,000
Q3 2021 Oct 20, 2021	SELL	$35.11 - $39.0 $4,880 - $5,421	-139 Reduced 1.46%	9,398 $352,000
Q2 2021 Jul 23, 2021	SELL	$34.47 - $38.47 $4,653 - $5,193	-135 Reduced 1.4%	9,537 $349,000
Q1 2021 May 10, 2021	SELL	$28.95 - $34.77 $48,838 - $58,656	-1,687 Reduced 14.85%	9,672 $329,000
Q4 2020 Feb 18, 2021	BUY	$23.61 - $29.48 $268,185 - $334,863	11,359 New	11,359 $334,000

Others Institutions Holding XLF

# of Institutions

2,109

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Industry ETFs

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Safeguard Investment Advisory Group, LLC Financial Sector Spdr Transaction History