Laird Norton Wetherby Trust Company, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Laird Norton Wetherby Trust Company, LLC opened 165 positions, added to 122, reduced 125 and sold out of 52.
- Q2 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 26,662.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 12,870.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 39,074.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 13,868.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 723204), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 26,662 | 0 | -26,662 | $2,443,306 | $0 | -$2,443,306 | 2026-08-14 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 12,870 | 0 | -12,870 | $1,710,423 | $0 | -$1,710,423 | 2026-08-14 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 39,074 | 0 | -39,074 | $1,518,449 | $0 | -$1,518,449 | 2026-08-14 |
|---|
| Q2 2026 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 13,868 | 0 | -13,868 | $983,445 | $0 | -$983,445 | 2026-08-14 |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 20,252 | 0 | -20,252 | $924,546 | $0 | -$924,546 | 2026-08-14 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 12,444 | 0 | -12,444 | $762,319 | $0 | -$762,319 | 2026-08-14 |
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| Q2 2026 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 4,797 | 0 | -4,797 | $700,074 | $0 | -$700,074 | 2026-08-14 |
|---|
| Q2 2026 | TOTL
SSGA ACTIVE ETF TR | | STATE STREET DOU | 13,407 | 0 | -13,407 | $532,660 | $0 | -$532,660 | 2026-08-14 |
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| Q2 2026 | CHGX
EA SERIES TRUST | | STANCE SUSTAINAB | 14,925 | 0 | -14,925 | $400,277 | $0 | -$400,277 | 2026-08-14 |
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| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 3,286 | 0 | -3,286 | $358,108 | $0 | -$358,108 | 2026-08-14 |
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| Q2 2026 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 8,530 | 0 | -8,530 | $327,723 | $0 | -$327,723 | 2026-08-14 |
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| Q2 2026 | TLG
TOUCHSTONE ETF TRUST | | LARGE COMPANY GR | 13,410 | 0 | -13,410 | $313,204 | $0 | -$313,204 | 2026-08-14 |
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| Q2 2026 | VNQI
VANGUARD INTL EQUITY INDEX F | | GLB EX US ETF | 6,523 | 0 | -6,523 | $289,960 | $0 | -$289,960 | 2026-08-14 |
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| Q2 2026 | CRBN
ISHARES TR | | LOW CARBON OPTIM | 1,233 | 0 | -1,233 | $274,723 | $0 | -$274,723 | 2026-08-14 |
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| Q2 2026 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 3,457 | 0 | -3,457 | $274,104 | $0 | -$274,104 | 2026-08-14 |
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| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 1,476 | 0 | -1,476 | $238,713 | $0 | -$238,713 | 2026-08-14 |
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| Q2 2026 | IHI
ISHARES TR | | U.S. MED DVC ETF | 4,032 | 0 | -4,032 | $215,108 | $0 | -$215,108 | 2026-08-14 |
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| Q2 2026 | CVIE
MORGAN STANLEY ETF TRUST | | CALVERT INTERNAT | 2,921 | 0 | -2,921 | $212,327 | $0 | -$212,327 | 2026-08-14 |
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| Q2 2026 | GDXJ
VANECK ETF TRUST | | JUNIOR GOLD MINE | 1,710 | 0 | -1,710 | $205,268 | $0 | -$205,268 | 2026-08-14 |
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| Q1 2026 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 37,855 | 0 | -37,855 | $2,915,592 | $0 | -$2,915,592 | 2026-05-15 |
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| Q1 2026 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 26,625 | 0 | -26,625 | $2,715,218 | $0 | -$2,715,218 | 2026-05-15 |
|---|
| Q1 2026 | AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 22,108 | 0 | -22,108 | $1,819,931 | $0 | -$1,819,931 | 2026-05-15 |
|---|
| Q1 2026 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 20,253 | 0 | -20,253 | $899,433 | $0 | -$899,433 | 2026-05-15 |
|---|
| Q1 2026 | DIHP
DIMENSIONAL ETF TRUST | | INTL HIGH PROFIT | 17,010 | 0 | -17,010 | $538,622 | $0 | -$538,622 | 2026-05-15 |
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| Q1 2026 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 9,336 | 0 | -9,336 | $424,321 | $0 | -$424,321 | 2026-05-15 |
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| Q1 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 4,126 | 0 | -4,126 | $414,168 | $0 | -$414,168 | 2026-05-15 |
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| Q1 2026 | SCHR
SCHWAB STRATEGIC TR | | INT-TRM U.S TRES | 15,618 | 0 | -15,618 | $391,699 | $0 | -$391,699 | 2026-05-15 |
|---|
| Q1 2026 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 12,406 | 0 | -12,406 | $333,842 | $0 | -$333,842 | 2026-05-15 |
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| Q1 2026 | EWJ
ISHARES INC | | MSCI JAPAN ETF | 3,857 | 0 | -3,857 | $311,414 | $0 | -$311,414 | 2026-05-15 |
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| Q1 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 5,274 | 0 | -5,274 | $288,857 | $0 | -$288,857 | 2026-05-15 |
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| Q1 2026 | XBI
SPDR SERIES TRUST | | STATE STREET SPD | 2,113 | 0 | -2,113 | $257,663 | $0 | -$257,663 | 2026-05-15 |
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| Q1 2026 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 4,621 | 0 | -4,621 | $243,850 | $0 | -$243,850 | 2026-05-15 |
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| Q1 2026 | IXJ
ISHARES TR | | GLOB HLTHCRE ETF | 2,500 | 0 | -2,500 | $243,500 | $0 | -$243,500 | 2026-05-15 |
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| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 5,176 | 0 | -5,176 | $242,289 | $0 | -$242,289 | 2026-05-15 |
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| Q1 2026 | BBJP
J P MORGAN EXCHANGE TRADED F | | BETABULDRS JAPAN | 3,481 | 0 | -3,481 | $229,433 | $0 | -$229,433 | 2026-05-15 |
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| Q1 2026 | GBTC
GRAYSCALE BITCOIN TRUST ETF | United States | SHS REP COM UT | 3,210 | 0 | -3,210 | $219,436 | $0 | -$219,436 | 2026-05-15 |
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| Q1 2026 | FDN
FIRST TR EXCHANGE-TRADED FD | | DJ INTERNT IDX | 805 | 0 | -805 | $216,690 | $0 | -$216,690 | 2026-05-15 |
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| Q1 2026 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 3,494 | 0 | -3,494 | $205,203 | $0 | -$205,203 | 2026-05-15 |
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| Q4 2025 | EMLC
VANECK ETF TRUST | | JP MRGAN EM LOC | 11,000 | 0 | -11,000 | $280,610 | $0 | -$280,610 | 2026-02-17 |
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| Q3 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 19,074 | 0 | -19,074 | $1,749,658 | $0 | -$1,749,658 | 2025-11-14 |
|---|
| Q3 2025 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 13,039 | 0 | -13,039 | $766,432 | $0 | -$766,432 | 2025-11-14 |
|---|
| Q2 2025 | SUSA
ISHARES TR | | MSCI USA ESG SLC | 27,064 | 0 | -27,064 | $3,108,842 | $0 | -$3,108,842 | 2025-08-14 |
|---|
| Q1 2025 | DGRO
ISHARES TR | | CORE DIV GRWTH | 17,254 | 0 | -17,254 | $1,058,360 | $0 | -$1,058,360 | 2025-05-15 |
|---|
| Q1 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 56,150 | 0 | -56,150 | $1,038,775 | $0 | -$1,038,775 | 2025-05-15 |
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| Q1 2025 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 16,701 | 0 | -16,701 | $431,387 | $0 | -$431,387 | 2025-05-15 |
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| Q1 2025 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 14,052 | 0 | -14,052 | $391,629 | $0 | -$391,629 | 2025-05-15 |
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| Q4 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 17,066 | 0 | -17,066 | $1,566,829 | $0 | -$1,566,829 | 2025-02-14 |
|---|
| Q4 2024 | VOTE
TCW ETF TRUST | | TRANSFRM 500 ETF | 16,060 | 0 | -16,060 | $1,076,662 | $0 | -$1,076,662 | 2025-02-14 |
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| Q3 2024 | IGF
ISHARES TR | | GLB INFRASTR ETF | 11,300 | 0 | -11,300 | $541,496 | $0 | -$541,496 | 2024-11-14 |
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| Q2 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 25,552 | 0 | -25,552 | $5,840,932 | $0 | -$5,840,932 | 2024-08-14 |
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| Q2 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 64,825 | 0 | -64,825 | $3,937,471 | $0 | -$3,937,471 | 2024-08-14 |
|---|
| Q2 2024 | IWR
ISHARES TR | | RUS MID CAP ETF | 29,850 | 0 | -29,850 | $2,510,087 | $0 | -$2,510,087 | 2024-08-14 |
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