Baldwin Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Baldwin Wealth Partners's XLE Position: Q3 2026 in Review
Baldwin Wealth Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 7,383 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #152.
Baldwin Wealth Partners first reported a position in XLE in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.14M in Q3 2023. 962 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Baldwin Wealth Partners held 7,383 shares of State Street Energy Select Sector SPDR ETF worth $454K as of Q3 2026.
- Baldwin Wealth Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
- State Street Energy Select Sector SPDR ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #152 holding.
- Baldwin Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
- Baldwin Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.14M in Q3 2023.
- 962 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.