Laidlaw Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-47,666	Closed	-$5.54M	–	176
2024 Q4	$5.54M	Buy	47,666 +2,546	+6%	+$296K	2.41%	7
2024 Q3	$5.09M	Sell	45,120 -554	-1%	-$60.8K	2.52%	5
2024 Q2	$5.17M	Sell	45,674 -244	-0.5%	-$25.7K	2.84%	4
2024 Q1	$4.78M	Sell	45,918 -370	-0.8%	-$37.4K	2.67%	4
2023 Q4	$4.45M	Sell	46,288 -726	-2%	-$64.6K	1.62%	6
2023 Q3	$3.85M	Sell	47,014 -10,192	-18%	-$874K	1.27%	14
2023 Q2	$4.97M	Sell	57,206 -1,556	-3%	-$123K	0.97%	19
2023 Q1	$4.44M	Sell	58,762 -7,212	-11%	-$496K	0.91%	21
2022 Q4	$4.1M	Sell	65,974 -51,282	-44%	-$3.26M	0.88%	21
2022 Q3	$6.96M	Buy	117,256 +56,626	+93%	+$3.86M	1.63%	8
2022 Q2	$3.85M	Sell	60,630 -3,418	-5%	-$238K	0.79%	27
2022 Q1	$5.09M	Sell	64,048 -14,422	-18%	-$1.13M	0.85%	24
2021 Q4	$6.82M	Sell	78,470 -3,672	-4%	-$302K	1.09%	14
2021 Q3	$6.13M	Buy	82,142 +12,608	+18%	+$973K	1.57%	10
2021 Q2	$5.13M	Buy	69,534 +16,560	+31%	+$1.16M	1.32%	15
2021 Q1	$3.52M	Buy	52,974 +10,458	+25%	+$690K	1.2%	16
2020 Q4	$2.76M	Buy	42,516 +12,120	+40%	+$738K	0.58%	44
2020 Q3	$1.77M	Buy	30,396 +5,118	+20%	+$289K	0.79%	36
2020 Q2	$1.32M	Buy	25,278 +1,838	+8%	+$86.5K	0.69%	51
2020 Q1	$942K	Sell	23,440 -5,218	-18%	-$238K	0.62%	58
2019 Q4	$1.31M	Buy	+28,658	New	+$1.23M	0.83%	37

Other funds holding XLK

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Laidlaw Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 47,666 shares — an estimated $5.54M sold.

Laidlaw Wealth Management first reported a position in XLK in Q4 2019 and held it in 21 quarters. The position peaked at $6.96M in Q3 2022. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Laidlaw Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 47,666 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $5.54M.
Laidlaw Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Laidlaw Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $6.96M in Q3 2022.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

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