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Baldwin Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Baldwin Investment Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,360
Closed -$334K – 222
2024
Q3 		$334K Sell
7,360
-250
-3% -$10.9K 0.04% 179
2024
Q2 		$313K Sell
7,610
-280
-4% -$11.5K 0.04% 175
2024
Q1 		$332K Buy
7,890
+120
+2% +$4.74K 0.05% 179
2023
Q4 		$292K Sell
7,770
-500
-6% -$17.3K 0.05% 174
2023
Q3 		$274K Sell
8,270
-280
-3% -$9.65K 0.05% 171
2023
Q2 		$288K Hold
8,550
– – 0.05% 172
2023
Q1 		$275K Sell
8,550
-290
-3% -$10.1K 0.05% 175
2022
Q4 		$302K Sell
8,840
-810
-8% -$27.4K 0.05% 172
2022
Q3 		$293 Sell
9,650
-130
-1% -$4.3K 0.06% 169
2022
Q2 		$308 Hold
9,780
– – 0.06% 182
2022
Q1 		$375 Buy
9,780
+165
+2% +$6.45K 0.06% 182
2021
Q4 		$375 Sell
9,615
-50
-0.5% -$1.97K 0.06% 186
2021
Q3 		$363K Sell
9,665
-235
-2% -$8.79K 0.06% 189
2021
Q2 		$363K Sell
9,900
-70
-0.7% -$2.56K 0.06% 193
2021
Q1 		$339K Buy
9,970
+40
+0.4% +$1.28K 0.06% 194
2020
Q4 		$293K Buy
9,930
+220
+2% +$5.89K 0.06% 193
2020
Q3 		$234K Buy
9,710
+15
+0.2% +$365 0.05% 187
2020
Q2 		$224K Sell
9,695
-500
-5% -$11.4K 0.07% 148
2020
Q1 		$212K Sell
10,195
-10
-0.1% -$275 0.07% 138
2019
Q4 		$314K Sell
10,205
-590
-5% -$17.3K 0.08% 134
2019
Q3 		$302K Buy
10,795
+85
+0.8% +$2.35K 0.09% 135
2019
Q2 		$296K Buy
10,710
+20
+0.2% +$542 0.09% 138
2019
Q1 		$275K Buy
10,690
+770
+8% +$19.9K 0.08% 141
2018
Q4 		$236K Buy
9,920
+105
+1% +$2.73K 0.08% 141
2018
Q3 		$271K Buy
9,815
+10
+0.1% +$280 0.08% 142
2018
Q2 		$261K Buy
+9,805
New +$270K 0.08% 150

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baldwin Investment Management's XLF Position: Q4 2024 in Review

Baldwin Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 7,360 shares — an estimated $334K sold.

Baldwin Investment Management first reported a position in XLF in Q2 2018 and held it in 26 quarters. The position peaked at $363K in Q3 2021. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Baldwin Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 7,360 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $334K.
  • Baldwin Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 26 quarters.
  • Baldwin Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $363K in Q3 2021.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.