Laidlaw Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,496	Closed	-$663K	–	280
2023 Q3	$663K	Buy	22,496 +15,504	+222%	+$500K	0.22%	116
2023 Q2	$229K	Sell	6,992 -794	-10%	-$26.7K	0.04%	305
2023 Q1	$264K	Sell	7,786 -2,120	-21%	-$71.9K	0.05%	281
2022 Q4	$349K	Sell	9,906 -20,322	-67%	-$691K	0.07%	245
2022 Q3	$990K	Buy	30,228 +6,106	+25%	+$224K	0.23%	113
2022 Q2	$846K	Sell	24,122 -464	-2%	-$16.8K	0.17%	142
2022 Q1	$915K	Buy	24,586 +3,142	+15%	+$109K	0.15%	149
2021 Q4	$767K	Buy	21,444 +80	+0.4%	+$2.7K	0.12%	167
2021 Q3	$682K	Sell	21,364 -3,666	-15%	-$123K	0.17%	123
2021 Q2	$791K	Buy	25,030 +3,706	+17%	+$121K	0.2%	106
2021 Q1	$683K	Buy	21,324 +11,240	+111%	+$349K	0.23%	102
2020 Q4	$316K	Buy	+10,084	New	+$319K	0.07%	251
2020 Q1	–	Sell	-6,812	Closed	-$220K	–	184
2019 Q4	$220K	Buy	+6,812	New	+$216K	0.14%	155

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

HIIFS

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

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

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

Laidlaw Wealth Management's XLU Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 22,496 shares — an estimated $663K sold.

Laidlaw Wealth Management first reported a position in XLU in Q4 2019 and held it in 13 quarters. The position peaked at $990K in Q3 2022. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Laidlaw Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 22,496 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $663K.
Laidlaw Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Laidlaw Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $990K in Q3 2022.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.