Baldwin Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Baldwin Investment Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$346K	Sell	1,870 -356	-16%	-$61.9K	0.03%	191
2026 Q1	$360K	Buy	2,226 +356	+19%	+$59.8K	0.04%	175
2025 Q4	$290K	Sell	1,870 -100	-5%	-$15.4K	0.03%	182
2025 Q3	$304K	Sell	1,970 -50	-2%	-$7.58K	0.03%	181
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%	+$12.8K	0.03%	189
2023 Q2	$204K	Buy	+1,900	New	+$191K	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	+$188K	0.04%	242

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baldwin Investment Management's XLI Position: Q2 2026 in Review

Baldwin Investment Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q2 2026, selling an estimated $61.9K and leaving 1,870 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #191.

Baldwin Investment Management first reported a position in XLI in Q1 2021 and has held it in 18 quarters since. The position peaked at $360K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Baldwin Investment Management held 1,870 shares of State Street Industrial Select Sector SPDR ETF worth $346K as of Q2 2026.
Baldwin Investment Management sold 356 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $61.9K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #191 holding.
Baldwin Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
Baldwin Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $360K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.