Laird Norton Wetherby Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$449K	Buy	8,341 +2,256	+37%	+$120K	0.02%	618
2025 Q2	$319K	Buy	+6,085	New	+$301K	0.01%	700
2024 Q4	$287K	Hold	5,940	–	–	0.01%	712
2024 Q3	$269K	Hold	5,940	–	–	0.01%	767
2024 Q2	$244K	Hold	5,940	–	–	0.01%	776
2024 Q1	$250K	Hold	5,940	–	–	0.01%	798
2023 Q4	$223K	Buy	+5,940	New	+$206K	0.01%	822
2023 Q3	–	Sell	-5,940	Closed	-$200K	–	982
2023 Q2	$200K	Buy	+5,940	New	+$194K	0.01%	859
2023 Q1	–	Sell	-6,162	Closed	-$211K	–	950
2022 Q4	$211K	Buy	+6,162	New	+$208K	0.01%	784
2022 Q3	–	Sell	-6,968	Closed	-$219K	–	946
2022 Q2	$219K	Sell	6,968 -5,607	-45%	-$194K	0.01%	789
2022 Q1	$482K	Sell	12,575 -9,896	-44%	-$387K	0.03%	535
2021 Q4	$878K	Buy	22,471 +1,403	+7%	+$55.1K	0.05%	346
2021 Q3	$791K	Buy	21,068 +1,783	+9%	+$66.7K	0.05%	360
2021 Q2	$708K	Buy	19,285 +12,690	+192%	+$464K	0.04%	393
2021 Q1	$225K	Sell	6,595 -7,305	-53%	-$235K	0.02%	707
2020 Q4	$409K	Buy	+13,900	New	+$372K	0.03%	529
2020 Q1	–	Sell	-6,595	Closed	-$203K	–	756
2019 Q4	$203K	Buy	+6,595	New	+$194K	0.02%	662
2018 Q4	–	Sell	-7,718	Closed	-$213K	–	683
2018 Q3	$213K	Buy	+7,718	New	+$216K	0.03%	612
2018 Q1	–	Sell	-8,127	Closed	-$227K	–	696
2017 Q4	$227K	Hold	8,127	–	–	0.03%	557
2017 Q3	$210K	Hold	8,127	–	–	0.03%	554
2017 Q2	$200K	Buy	+8,127	New	+$193K	0.03%	534
2015 Q3	–	Sell	-7,513	Closed	-$161K	–	501
2015 Q2	$161K	Buy	+7,513	New	+$162K	0.04%	447

Other funds holding XLF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Laird Norton Wetherby Wealth Management's XLF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q3 2025, buying an estimated $120K and bringing the position to 8,341 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #618.

Laird Norton Wetherby Wealth Management first reported a position in XLF in Q2 2015 and has held it in 22 quarters since. The position peaked at $878K in Q4 2021. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 8,341 shares of State Street Financial Select Sector SPDR ETF worth $449K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 2,256 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $120K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #618 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 22 quarters since.
Laird Norton Wetherby Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $878K in Q4 2021.
1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.