Baldwin Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-286	Closed	-$32.3K	–	1053
2024 Q3	$32.3K	Hold	286	–	–	﹤0.01%	619
2024 Q2	$32.4K	Hold	286	–	–	﹤0.01%	406
2024 Q1	$29.8K	Sell	286 -262	-48%	-$26.5K	﹤0.01%	443
2023 Q4	$52.7K	Sell	548 -58	-10%	-$5.16K	﹤0.01%	370
2023 Q3	$49.7K	Hold	606	–	–	﹤0.01%	397
2023 Q2	$52.7K	Hold	606	–	–	﹤0.01%	410
2023 Q1	$45.8K	Buy	606 +58	+11%	+$3.99K	﹤0.01%	431
2022 Q4	$34.1K	Buy	548 +78	+17%	+$4.95K	﹤0.01%	469
2022 Q3	$28K	Hold	470	–	–	﹤0.01%	408
2022 Q2	$30K	Sell	470 -98	-17%	-$6.83K	﹤0.01%	426
2022 Q1	$45K	Buy	568 +306	+117%	+$24K	﹤0.01%	385
2021 Q4	$23K	Hold	262	–	–	﹤0.01%	446
2021 Q3	$20K	Hold	262	–	–	﹤0.01%	457
2021 Q2	$19K	Hold	262	–	–	﹤0.01%	474
2021 Q1	$17K	Buy	+262	New	+$17.3K	﹤0.01%	476
2019 Q4	–	Sell	-30	Closed	-$1K	–	558
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	514
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	503
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	502
2018 Q4	$1K	Buy	+30	New	+$1.01K	﹤0.01%	495
2016 Q2	–	Sell	-600	Closed	-$13K	–	500
2016 Q1	$13K	Buy	+600	New	+$12.4K	﹤0.01%	398

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Baldwin Wealth Partners's XLK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 286 shares — an estimated $32.3K sold.

Baldwin Wealth Partners first reported a position in XLK in Q1 2016 and held it in 20 quarters. The position peaked at $52.7K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 286 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $32.3K.
Baldwin Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and held it in 20 quarters.
Baldwin Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $52.7K in Q4 2023.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.