Energy Select Sector SPDR shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 4.1k | 89.36 |
| 2025-06-30 | $347k | 4.1k | 84.83 |
| 2025-03-31 | $364k | 3.9k | 93.55 |
| 2024-09-30 | $201k | 2.3k | 87.79 |
| 2024-06-30 | $296k | 3.2k | 91.14 |
| 2024-03-31 | $318k | 3.4k | 94.40 |
| 2023-12-31 | $313k | 3.7k | 83.83 |
| 2023-09-30 | $356k | 3.9k | 90.38 |
| 2023-06-30 | $333k | 4.1k | 81.18 |
| 2023-03-31 | $428k | 5.2k | 82.83 |
| 2022-12-31 | $665k | 7.6k | 87.47 |
| 2022-09-30 | $646k | 9.0k | 71.93 |
| 2022-06-30 | $655k | 8.6k | 76.42 |
| 2022-03-31 | $655k | 8.6k | 76.42 |
| 2021-12-31 | $538k | 9.7k | 55.50 |
| 2021-09-30 | $531k | 10k | 52.01 |
| 2021-06-30 | $604k | 11k | 53.81 |
| 2021-03-31 | $562k | 12k | 49.06 |
| 2020-12-31 | $451k | 12k | 37.89 |
More positions owned by Safeguard Investment Advisory Group
View all positions for Safeguard Investment Advisory Group