Baldwin Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Baldwin Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Sell	7,383 -4,356	-37%	-$249K	0.03%	167
2026 Q1	$719K	Buy	11,739 +3,266	+39%	+$175K	0.05%	124
2025 Q4	$379K	Sell	8,473 -3,141	-27%	-$140K	0.02%	178
2025 Q3	$519K	Sell	11,614 -2,756	-19%	-$121K	0.03%	148
2025 Q2	$609K	Sell	14,370 -7,620	-35%	-$317K	0.04%	134
2025 Q1	$1.03M	Sell	21,990 -3,692	-14%	-$166K	0.07%	99
2024 Q4	$1.1M	Sell	25,682 -5,040	-16%	-$229K	0.08%	102
2024 Q3	$1.35M	Sell	30,722 -2,426	-7%	-$108K	0.09%	111
2024 Q2	$1.51M	Sell	33,148 -2,918	-8%	-$136K	0.12%	86
2024 Q1	$1.7M	Sell	36,066 -5,020	-12%	-$216K	0.13%	87
2023 Q4	$1.72M	Sell	41,086 -6,256	-13%	-$268K	0.14%	83
2023 Q3	$2.14M	Buy	47,342 +3,946	+9%	+$173K	0.18%	82
2023 Q2	$1.76M	Sell	43,396 -46	-0.1%	-$1.87K	0.14%	92
2023 Q1	$1.8M	Buy	43,442 +880	+2%	+$37.6K	0.16%	93
2022 Q4	$1.86M	Buy	42,562 +42,222	+12,418%	+$1.84M	0.17%	93
2022 Q3	$12K	Hold	340	–	–	﹤0.01%	502
2022 Q2	$12K	Hold	340	–	–	﹤0.01%	521
2022 Q1	$13K	Buy	+340	New	+$11.8K	﹤0.01%	518
2018 Q4	–	Sell	-480	Closed	-$18K	–	546
2018 Q3	$18K	Buy	+480	New	+$18K	﹤0.01%	415
2018 Q1	–	Sell	-1,050	Closed	-$38K	–	520
2017 Q4	$38K	Buy	+1,050	New	+$36.1K	0.01%	327

Other funds holding XLE

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Baldwin Wealth Partners's XLE Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, selling an estimated $249K and leaving 7,383 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #167.

Baldwin Wealth Partners first reported a position in XLE in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.14M in Q3 2023. 966 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Baldwin Wealth Partners held 7,383 shares of State Street Energy Select Sector SPDR ETF worth $392K as of Q2 2026.
Baldwin Wealth Partners sold 4,356 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #167 holding.
Baldwin Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
Baldwin Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.14M in Q3 2023.
966 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.