Laidlaw Wealth Management LLC Financial Sector Spdr Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 57,979 shares of XLF stock, worth $2.83 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

57,979

Previous 55,721 4.05%

Holding current value

$2.83 Million

Previous $2.53 Million 10.97%

% of portfolio

1.05%

Previous 1.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$44.89 - $51.34 $101,361 - $115,925	2,258 Added 4.05%	57,979 $2.8 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $49,293 - $55,208	-1,207 Reduced 2.12%	55,721 $2.53 Million
Q2 2024 Aug 01, 2024	BUY	$39.59 - $42.49 $26,644 - $28,595	673 Added 1.2%	56,928 $2.34 Million
Q1 2024 May 15, 2024	SELL	$37.27 - $42.12 $59,035 - $66,718	-1,584 Reduced 2.74%	56,255 $2.37 Million
Q4 2023 Feb 12, 2024	SELL	$31.45 - $37.72 $39,595 - $47,489	-1,259 Reduced 2.13%	57,839 $2.17 Million
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $636,698 - $683,342	-19,195 Reduced 24.52%	59,098 $1.96 Million
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $6,341 - $6,775	201 Added 0.26%	78,293 $2.64 Million
Q1 2023 May 12, 2023	BUY	$30.98 - $37.0 $408,874 - $488,326	13,198 Added 20.34%	78,092 $2.51 Million
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $250,165 - $299,884	8,259 Added 14.58%	64,894 $2.22 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $1.59 Million - $1.87 Million	-52,240 Reduced 47.98%	56,635 $1.72 Million
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $574,734 - $712,267	-18,636 Reduced 14.62%	108,875 $3.42 Million
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $604,437 - $702,069	16,950 Added 15.33%	127,511 $4.89 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $83,076 - $89,892	2,213 Added 2.04%	110,561 $4.32 Million
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $79,699 - $88,530	-2,270 Reduced 2.05%	108,348 $4.07 Million
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $1.29 Million - $1.44 Million	37,303 Added 50.88%	110,618 $4.06 Million
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $1.52 Million - $1.82 Million	52,369 Added 250.02%	73,315 $2.5 Million
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $108,181 - $135,077	4,582 Added 28.0%	20,946 $617,000
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $65,635 - $73,768	2,894 Added 21.48%	16,364 $394,000
Q2 2020 Aug 19, 2020	SELL	$19.55 - $26.74 $5.83 Million - $7.97 Million	-298,236 Reduced 95.68%	13,470 $312,000
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $5.86 Million - $8.02 Million	299,946 Added 2550.56%	311,706 $13,000
Q1 2020 May 15, 2020	SELL	$17.66 - $31.17 $159,434 - $281,402	-9,028 Reduced 43.43%	11,760 $245,000
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $556,702 - $643,180	20,788 New	20,788 $640,000

Others Institutions Holding XLF

# of Institutions

2,088

Shares Held

772M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Laidlaw Wealth Management LLC Financial Sector Spdr Transaction History