Safeguard Financial, LLC Industrial Sector Spdr Transaction History

Safeguard Financial, LLC

$453 Million
Q1 2025

A detailed history of Safeguard Financial, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Safeguard Financial, LLC holds 4,696 shares of XLI stock, worth $713,838. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,696

Previous 4,890 3.97%

Holding current value

$713,838

Previous $644,000 5.12%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$128.78 - $141.67 $24,983 - $27,483	-194 Reduced 3.97%	4,696 $611,000
Q4 2024 Jan 14, 2025	BUY	$131.76 - $143.99 $1,449 - $1,583	11 Added 0.23%	4,890 $644,000
Q3 2024 Oct 15, 2024	BUY	$120.56 - $135.44 $141,537 - $159,006	1,174 Added 31.69%	4,879 $660,000
Q2 2024 Aug 07, 2024	BUY	$120.47 - $125.94 $19,636 - $20,528	163 Added 4.6%	3,705 $451,000
Q1 2024 Apr 09, 2024	SELL	$110.23 - $125.96 $4,519 - $5,164	-41 Reduced 1.14%	3,542 $446,000

Q4 2023 Jan 30, 2024	BUY	$96.44 - $114.13 $10,608 - $12,554	110 Added 3.17%	3,583 $408,000
Q3 2023 Oct 30, 2023	BUY	$100.74 - $110.75 $10,275 - $11,296	102 Added 3.03%	3,473 $352,000
Q2 2023 Aug 07, 2023	BUY	$96.85 - $107.32 $871 - $965	9 Added 0.27%	3,371 $361,000
Q1 2023 Apr 26, 2023	BUY	$96.51 - $103.67 $324,466 - $348,538	3,362 New	3,362 $340,000

Others Institutions Holding XLI

# of Institutions

1,656

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.

Account

Safeguard Financial, LLC Industrial Sector Spdr Transaction History