Baldwin Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Hold	5,700	–	–	0.11%	107
2026 Q1	$758K	Hold	5,700	–	–	0.09%	127
2025 Q4	$821K	Hold	5,700	–	–	0.09%	123
2025 Q3	$803K	Hold	5,700	–	–	0.09%	128
2025 Q2	$722K	Hold	5,700	–	–	0.09%	132
2025 Q1	$588K	Sell	5,700 -690	-11%	-$78.2K	0.07%	139
2024 Q4	$743K	Sell	6,390 -2,140	-25%	-$249K	0.1%	119
2024 Q3	$963K	Hold	8,530	–	–	0.12%	112
2024 Q2	$965K	Sell	8,530 -70	-0.8%	-$7.37K	0.13%	109
2024 Q1	$896K	Buy	8,600 +70	+0.8%	+$7.08K	0.12%	116
2023 Q4	$821K	Sell	8,530 -1,200	-12%	-$107K	0.13%	107
2023 Q3	$798K	Buy	9,730 +200	+2%	+$17.2K	0.13%	105
2023 Q2	$828K	Hold	9,530	–	–	0.14%	105
2023 Q1	$720K	Sell	9,530 -200	-2%	-$13.8K	0.13%	114
2022 Q4	$605K	Sell	9,730 -800	-8%	-$50.8K	0.11%	124
2022 Q3	$625K	Sell	10,530 -1,100	-9%	-$75.1K	0.13%	112
2022 Q2	$739K	Sell	11,630 -100	-0.9%	-$6.97K	0.14%	110
2022 Q1	$932K	Sell	11,730 -830	-7%	-$65.2K	0.14%	108
2021 Q4	$1.09M	Hold	12,560	–	–	0.17%	97
2021 Q3	$938K	Sell	12,560 -200	-2%	-$15.4K	0.16%	103
2021 Q2	$942K	Buy	12,760 +10	+0.1%	+$700	0.16%	106
2021 Q1	$847K	Sell	12,750 -124	-1%	-$8.19K	0.15%	112
2020 Q4	$837K	Sell	12,874 -500	-4%	-$30.5K	0.17%	101
2020 Q3	$780K	Sell	13,374 -376	-3%	-$21.2K	0.18%	92
2020 Q2	$718K	Buy	13,750 +460	+3%	+$21.6K	0.23%	68
2020 Q1	$534K	Sell	13,290 -1,870	-12%	-$85.3K	0.18%	74
2019 Q4	$695K	Sell	15,160 -400	-3%	-$17.1K	0.19%	81
2019 Q3	$627K	Buy	15,560 +930	+6%	+$37.2K	0.18%	83
2019 Q2	$571K	Hold	14,630	–	–	0.16%	94
2019 Q1	$541K	Hold	14,630	–	–	0.16%	99
2018 Q4	$453K	Buy	14,630 +100	+0.7%	+$3.38K	0.14%	100
2018 Q3	$547K	Buy	14,530 +100	+0.7%	+$3.67K	0.16%	94
2018 Q2	$501K	Buy	+14,430	New	+$495K	0.16%	100

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Baldwin Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,700 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #107.

Baldwin Investment Management first reported a position in XLK in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.09M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Baldwin Investment Management held 5,700 shares of State Street Technology Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Baldwin Investment Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.11% of Baldwin Investment Management's portfolio in Q2 2026, its #107 holding.
Baldwin Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
Baldwin Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.09M in Q4 2021.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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