Laidlaw Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-57,979	Closed	-$2.8M	–	174
2024 Q4	$2.8M	Buy	57,979 +2,258	+4%	+$109K	1.22%	18
2024 Q3	$2.53M	Sell	55,721 -1,207	-2%	-$52.7K	1.25%	21
2024 Q2	$2.34M	Buy	56,928 +673	+1%	+$27.7K	1.29%	21
2024 Q1	$2.37M	Sell	56,255 -1,584	-3%	-$62.5K	1.32%	17
2023 Q4	$2.17M	Sell	57,839 -1,259	-2%	-$43.6K	0.79%	31
2023 Q3	$1.96M	Sell	59,098 -19,195	-25%	-$661K	0.65%	39
2023 Q2	$2.64M	Buy	78,293 +201	+0.3%	+$6.56K	0.52%	47
2023 Q1	$2.51M	Buy	78,092 +13,198	+20%	+$459K	0.51%	51
2022 Q4	$2.22M	Buy	64,894 +8,259	+15%	+$279K	0.48%	57
2022 Q3	$1.72M	Sell	56,635 -52,240	-48%	-$1.73M	0.4%	71
2022 Q2	$3.42M	Sell	108,875 -18,636	-15%	-$644K	0.7%	32
2022 Q1	$4.89M	Buy	127,511 +16,950	+15%	+$663K	0.82%	25
2021 Q4	$4.32M	Buy	110,561 +2,213	+2%	+$87K	0.69%	31
2021 Q3	$4.07M	Sell	108,348 -2,270	-2%	-$84.9K	1.04%	22
2021 Q2	$4.06M	Buy	110,618 +37,303	+51%	+$1.36M	1.05%	23
2021 Q1	$2.5M	Buy	73,315 +52,369	+250%	+$1.68M	0.85%	33
2020 Q4	$617K	Buy	20,946 +4,582	+28%	+$123K	0.13%	165
2020 Q3	$394K	Buy	16,364 +2,894	+21%	+$70.4K	0.18%	127
2020 Q2	$312K	Buy	13,470 +1,710	+15%	+$38.8K	0.16%	128
2020 Q1	$245K	Sell	11,760 -9,028	-43%	-$249K	0.16%	130
2019 Q4	$640K	Buy	+20,788	New	+$610K	0.4%	79

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 57,979 shares — an estimated $2.8M sold.

Laidlaw Wealth Management first reported a position in XLF in Q4 2019 and held it in 21 quarters. The position peaked at $4.89M in Q1 2022. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Laidlaw Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 57,979 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $2.8M.
Laidlaw Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Laidlaw Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.89M in Q1 2022.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

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