BIM
Baldwin Investment Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
2,020
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $265K | Hold |
2,020
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $266K | Hold |
2,020
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $274K | Hold |
2,020
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $246K | Hold |
2,020
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $254K | Hold |
2,020
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $230K | Hold |
2,020
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $205K | Buy |
2,020
+120
| +6% | +$12.2K | 0.03% | 189 |
|
|
2023
Q2 | $204K | Buy |
+1,900
| New | +$204K | 0.03% | 194 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$211 | – | 239 |
|
|
2022
Q1 | $211 | Hold |
2,050
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $217 | Hold |
2,050
| – | – | 0.03% | 239 |
|
|
2021
Q3 | $201K | Hold |
2,050
| – | – | 0.04% | 246 |
|
|
2021
Q2 | $210K | Hold |
2,050
| – | – | 0.04% | 242 |
|
|
2021
Q1 | $202K | Buy |
+2,050
| New | +$202K | 0.04% | 242 |
|