SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 57,979 Value ($000) $2,802 Avg Close Range
Q3 2024
Shares 55,721 Value ($000) $2,525 Avg Close Range
Q2 2024
Shares 56,928 Value ($000) $2,340 Avg Close Range
Q1 2024
Shares 56,255 Value ($000) $2,369 Avg Close Range
Q4 2023
Shares 57,839 Value ($000) $2,175 Avg Close Range
Q3 2023
Shares 59,098 Value ($000) $1,960 Avg Close Range
Q2 2023
Shares 78,293 Value ($000) $2,639 Avg Close Range
Q1 2023
Shares 78,092 Value ($000) $2,511 Avg Close Range
Q4 2022
Shares 64,894 Value ($000) $2,219 Avg Close Range
Q3 2022
Shares 56,635 Value ($000) $1,719 Avg Close Range
Q2 2022
Shares 108,875 Value ($000) $3,424 Avg Close Range
Q1 2022
Shares 127,511 Value ($000) $4,886 Avg Close Range
Q4 2021
Shares 110,561 Value ($000) $4,317 Avg Close Range
Q3 2021
Shares 108,348 Value ($000) $4,066 Avg Close Range
Q2 2021
Shares 110,618 Value ($000) $4,059 Avg Close Range
Q1 2021
Shares 73,315 Value ($000) $2,496 Avg Close Range
Q4 2020
Shares 20,946 Value ($000) $617 Avg Close Range
Q3 2020
Shares 16,364 Value ($000) $394 Avg Close Range
Q2 2020
Shares 13,470 Value ($000) $312 Avg Close Range
Q1 2020
Shares 11,760 Value ($000) $245 Avg Close Range
Q4 2019
Shares 20,788 Value ($000) $640 Avg Close Range