Laidlaw Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,503	Closed	-$275K	–	177
2024 Q4	$275K	Sell	3,503 -347	-9%	-$28.2K	0.12%	146
2024 Q3	$320K	Buy	3,850 +252	+7%	+$20.2K	0.16%	127
2024 Q2	$276K	Buy	3,598 +252	+8%	+$19.2K	0.15%	137
2024 Q1	$256K	Buy	3,346 +298	+10%	+$22K	0.14%	150
2023 Q4	$220K	Sell	3,048 -4,247	-58%	-$294K	0.08%	222
2023 Q3	$502K	Sell	7,295 -7,678	-51%	-$562K	0.17%	142
2023 Q2	$1.11M	Sell	14,973 -857	-5%	-$64.3K	0.22%	111
2023 Q1	$1.18M	Buy	15,830 +301	+2%	+$22K	0.24%	106
2022 Q4	$1.16M	Sell	15,529 -8,471	-35%	-$617K	0.25%	107
2022 Q3	$1.6M	Buy	24,000 +3,342	+16%	+$245K	0.37%	77
2022 Q2	$1.49M	Buy	20,658 +660	+3%	+$49.5K	0.3%	89
2022 Q1	$1.52M	Buy	19,998 +2,880	+17%	+$217K	0.25%	104
2021 Q4	$1.32M	Sell	17,118 -97	-0.6%	-$7.03K	0.21%	122
2021 Q3	$1.19M	Buy	17,215 +1,328	+8%	+$94.7K	0.3%	85
2021 Q2	$1.11M	Buy	15,887 +2,213	+16%	+$155K	0.29%	88
2021 Q1	$934K	Buy	13,674 +2,269	+20%	+$149K	0.32%	86
2020 Q4	$769K	Buy	11,405 +4,336	+61%	+$287K	0.16%	149
2020 Q3	$453K	Buy	7,069 +1,166	+20%	+$73.6K	0.2%	116
2020 Q2	$346K	Buy	5,903 +814	+16%	+$47.5K	0.18%	119
2020 Q1	$277K	Sell	5,089 -3,586	-41%	-$218K	0.18%	119
2019 Q4	$546K	Buy	+8,675	New	+$534K	0.35%	87

Other funds holding XLP

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Laidlaw Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 3,503 shares — an estimated $275K sold.

Laidlaw Wealth Management first reported a position in XLP in Q4 2019 and held it in 21 quarters. The position peaked at $1.6M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Laidlaw Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 3,503 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $275K.
Laidlaw Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Laidlaw Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.6M in Q3 2022.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

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