Laidlaw Wealth Management »

Financial Select Sector SPDR shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Select Sector SPDR by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 56k 42.12
2023-12-31 $2.2M 58k 37.60
2023-09-30 $2.0M 59k 33.17
2023-06-30 $2.6M 78k 33.71
2023-03-31 $2.5M 78k 32.15
2022-12-31 $2.2M 65k 34.20
2022-09-30 $1.7M 57k 30.35
2022-06-30 $3.4M 109k 31.45
2022-03-31 $4.9M 128k 38.32
2021-12-31 $4.3M 111k 39.05
2021-09-30 $4.1M 108k 37.53
2021-06-30 $4.1M 111k 36.69
2021-03-31 $2.5M 73k 34.04
2020-12-31 $617k 21k 29.46
2020-09-30 $394k 16k 24.08
2020-06-30 $13k 312k 0.04
2020-03-31 $245k 12k 20.83
2019-12-31 $640k 21k 30.79