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Laidlaw Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Laidlaw Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,102
Closed -$3.18M – 178
2024
Q4 		$3.18M Buy
23,102
+464
+2% +$67.9K 1.38% 14
2024
Q3 		$3.49M Sell
22,638
-293
-1% -$44.4K 1.72% 11
2024
Q2 		$3.34M Buy
22,931
+228
+1% +$32.7K 1.84% 11
2024
Q1 		$3.35M Sell
22,703
-390
-2% -$55.9K 1.87% 9
2023
Q4 		$3.15M Buy
23,093
+1,010
+5% +$131K 1.14% 18
2023
Q3 		$2.84M Sell
22,083
-5,278
-19% -$701K 0.94% 24
2023
Q2 		$3.63M Sell
27,361
-606
-2% -$79.9K 0.71% 33
2023
Q1 		$3.62M Sell
27,967
-11,856
-30% -$1.55M 0.74% 27
2022
Q4 		$5.41M Buy
39,823
+3,686
+10% +$488K 1.16% 9
2022
Q3 		$4.38M Buy
36,137
+5,314
+17% +$684K 1.02% 17
2022
Q2 		$3.95M Buy
30,823
+3,642
+13% +$477K 0.81% 25
2022
Q1 		$3.72M Buy
27,181
+2,916
+12% +$386K 0.62% 36
2021
Q4 		$3.42M Buy
24,265
+2,362
+11% +$314K 0.55% 48
2021
Q3 		$2.79M Buy
21,903
+3,235
+17% +$428K 0.71% 39
2021
Q2 		$2.35M Buy
18,668
+5,433
+41% +$666K 0.61% 44
2021
Q1 		$1.54M Sell
13,235
-161
-1% -$18.6K 0.53% 54
2020
Q4 		$1.52M Buy
13,396
+6,280
+88% +$686K 0.32% 89
2020
Q3 		$751K Buy
7,116
+1,374
+24% +$145K 0.33% 85
2020
Q2 		$575K Buy
5,742
+974
+20% +$96.1K 0.3% 93
2020
Q1 		$422K Sell
4,768
-3,182
-40% -$309K 0.28% 96
2019
Q4 		$810K Buy
+7,950
New +$764K 0.51% 68

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 23,102 shares — an estimated $3.18M sold.

Laidlaw Wealth Management first reported a position in XLV in Q4 2019 and held it in 21 quarters. The position peaked at $5.41M in Q4 2022. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 23,102 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $3.18M.
  • Laidlaw Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5.41M in Q4 2022.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

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