Laidlaw Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Laidlaw Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,561	Closed	-$1.22M	–	173
2024 Q4	$1.22M	Sell	12,561 -132	-1%	-$12.6K	0.53%	54
2024 Q3	$1.15M	Buy	12,693 +254	+2%	+$21.9K	0.57%	57
2024 Q2	$1.07M	Buy	12,439 +706	+6%	+$58.2K	0.59%	53
2024 Q1	$958K	Sell	11,733 -2,231	-16%	-$174K	0.53%	58
2023 Q4	$1.01M	Buy	13,964 +849	+6%	+$58.4K	0.37%	80
2023 Q3	$860K	Sell	13,115 -2,089	-14%	-$139K	0.28%	90
2023 Q2	$989K	Buy	15,204 +7,392	+95%	+$450K	0.19%	123
2023 Q1	$453K	Sell	7,812 -720	-8%	-$39.1K	0.09%	212
2022 Q4	$409K	Buy	8,532 +3,222	+61%	+$158K	0.09%	218
2022 Q3	$254K	Sell	5,310 -21,778	-80%	-$1.2M	0.06%	265
2022 Q2	$1.47M	Sell	27,088 -747	-3%	-$45K	0.3%	94
2022 Q1	$1.91M	Buy	27,835 +2,648	+11%	+$187K	0.32%	83
2021 Q4	$1.96M	Buy	25,187 +1,703	+7%	+$135K	0.31%	85
2021 Q3	$1.88M	Sell	23,484 -1,156	-5%	-$95.7K	0.48%	60
2021 Q2	$2M	Buy	24,640 +6,619	+37%	+$515K	0.51%	53
2021 Q1	$1.32M	Buy	18,021 +817	+5%	+$58.1K	0.45%	61
2020 Q4	$1.16M	Buy	17,204 +7,805	+83%	+$497K	0.24%	113
2020 Q3	$558K	Buy	9,399 +2,708	+40%	+$160K	0.25%	105
2020 Q2	$362K	Buy	+6,691	New	+$343K	0.19%	115
2020 Q1	–	Sell	-15,331	Closed	-$822K	–	183
2019 Q4	$822K	Buy	+15,331	New	+$790K	0.52%	67

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laidlaw Wealth Management's XLC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 12,561 shares — an estimated $1.22M sold.

Laidlaw Wealth Management first reported a position in XLC in Q4 2019 and held it in 20 quarters. The position peaked at $2M in Q2 2021. 1,072 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

Laidlaw Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 12,561 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $1.22M.
Laidlaw Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 20 quarters.
Laidlaw Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2M in Q2 2021.
1,072 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.