Laird Norton Wetherby Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $791K | Buy |
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $200K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $161K | Buy |
|