Laidlaw Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-34,298	Closed	-$3.85M	–	179
2024 Q4	$3.85M	Buy	34,298 +704	+2%	+$75.3K	1.68%	12
2024 Q3	$3.37M	Sell	33,594 -282	-0.8%	-$26.4K	1.66%	13
2024 Q2	$3.09M	Buy	33,876 +98	+0.3%	+$8.71K	1.7%	14
2024 Q1	$3.11M	Sell	33,778 -2,416	-7%	-$215K	1.73%	12
2023 Q4	$3.24M	Sell	36,194 -2,070	-5%	-$171K	1.18%	16
2023 Q3	$3.08M	Sell	38,264 -7,586	-17%	-$641K	1.02%	20
2023 Q2	$3.89M	Sell	45,850 -1,192	-3%	-$91.3K	0.76%	29
2023 Q1	$3.52M	Sell	47,042 -6,550	-12%	-$470K	0.72%	28
2022 Q4	$3.46M	Buy	53,592 +37,496	+233%	+$2.61M	0.74%	30
2022 Q3	$1.15M	Buy	16,096 +4,386	+37%	+$343K	0.27%	101
2022 Q2	$805K	Sell	11,710 -23,970	-67%	-$1.89M	0.16%	146
2022 Q1	$3.3M	Buy	35,680 +8,046	+29%	+$737K	0.55%	43
2021 Q4	$2.83M	Buy	27,634 +730	+3%	+$72.7K	0.45%	57
2021 Q3	$2.41M	Sell	26,904 -540	-2%	-$49.1K	0.62%	42
2021 Q2	$2.45M	Buy	27,444 +6,084	+28%	+$530K	0.63%	41
2021 Q1	$1.79M	Sell	21,360 -3,474	-14%	-$289K	0.61%	45
2020 Q4	$2M	Buy	24,834 +14,012	+129%	+$1.08M	0.42%	62
2020 Q3	$795K	Buy	10,822 +1,770	+20%	+$125K	0.35%	79
2020 Q2	$578K	Buy	9,052 +1,916	+27%	+$113K	0.3%	90
2020 Q1	$350K	Sell	7,136 -10,380	-59%	-$613K	0.23%	103
2019 Q4	$1.1M	Buy	+17,516	New	+$1.07M	0.69%	54

Other funds holding XLY

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

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

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

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

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

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

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

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

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

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

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

Laidlaw Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 34,298 shares — an estimated $3.85M sold.

Laidlaw Wealth Management first reported a position in XLY in Q4 2019 and held it in 21 quarters. The position peaked at $3.89M in Q2 2023. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Laidlaw Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 34,298 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $3.85M.
Laidlaw Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Laidlaw Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.89M in Q2 2023.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

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