LNWWM
Laird Norton Wetherby Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
+6,085
| New | +$319K | 0.01% | 699 |
|
|
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% | 770 |
|
|
2024
Q1 | $250K | Hold |
5,940
| – | – | 0.01% | 794 |
|
|
2023
Q4 | $223K | Buy |
+5,940
| New | +$223K | 0.01% | 819 |
|
|
2023
Q3 | – | Sell |
-5,940
| Closed | -$200K | – | 962 |
|
|
2023
Q2 | $200K | Buy |
+5,940
| New | +$200K | 0.01% | 853 |
|
|
2023
Q1 | – | Sell |
-6,162
| Closed | -$211K | – | 932 |
|
|
2022
Q4 | $211K | Buy |
+6,162
| New | +$211K | 0.01% | 782 |
|
|
2022
Q3 | – | Sell |
-6,968
| Closed | -$219K | – | 930 |
|
|
2022
Q2 | $219K | Sell |
6,968
-5,607
| -45% | -$176K | 0.01% | 787 |
|
|
2022
Q1 | $482K | Sell |
12,575
-9,896
| -44% | -$379K | 0.03% | 535 |
|
|
2021
Q4 | $878K | Buy |
22,471
+1,403
| +7% | +$54.8K | 0.05% | 343 |
|
|
2021
Q3 | $791K | Buy |
21,068
+1,783
| +9% | +$66.9K | 0.05% | 358 |
|
|
2021
Q2 | $708K | Buy |
19,285
+12,690
| +192% | +$466K | 0.04% | 390 |
|
|
2021
Q1 | $225K | Sell |
6,595
-7,305
| -53% | -$249K | 0.02% | 707 |
|
|
2020
Q4 | $409K | Buy |
+13,900
| New | +$409K | 0.03% | 523 |
|
|
2020
Q1 | – | Sell |
-6,595
| Closed | -$203K | – | 752 |
|
|
2019
Q4 | $203K | Buy |
+6,595
| New | +$203K | 0.02% | 661 |
|
|
2018
Q4 | – | Sell |
-7,718
| Closed | -$213K | – | 683 |
|
|
2018
Q3 | $213K | Buy |
+7,718
| New | +$213K | 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 | +$200K | 0.03% | 534 |
|
|
2015
Q3 | – | Sell |
-6,595
| Closed | -$161K | – | 500 |
|
|
2015
Q2 | $161K | Buy |
+6,595
| New | +$161K | 0.04% | 447 |
|