Baldwin Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-283	Closed	-$21.1K	–	802
2023 Q1	$21.1K	Hold	283	–	–	﹤0.01%	537
2022 Q4	$21.1K	Hold	283	–	–	﹤0.01%	530
2022 Q3	$19K	Hold	283	–	–	﹤0.01%	453
2022 Q2	$20K	Hold	283	–	–	﹤0.01%	476
2022 Q1	$21K	Buy	+283	New	+$21.3K	﹤0.01%	475
2020 Q1	–	Sell	-484	Closed	-$30K	–	573
2019 Q4	$30K	Hold	484	–	–	﹤0.01%	373
2019 Q3	$30K	Hold	484	–	–	﹤0.01%	368
2019 Q2	$28K	Hold	484	–	–	﹤0.01%	369
2019 Q1	$27K	Hold	484	–	–	﹤0.01%	371
2018 Q4	$25K	Hold	484	–	–	﹤0.01%	360
2018 Q3	$26K	Hold	484	–	–	﹤0.01%	381
2018 Q2	$25K	Buy	+484	New	+$24.6K	﹤0.01%	382

Other funds holding XLP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Baldwin Wealth Partners's XLP Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 283 shares — an estimated $21.1K sold.

Baldwin Wealth Partners first reported a position in XLP in Q2 2018 and held it in 12 quarters. The position peaked at $30K in Q4 2019. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Baldwin Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 283 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $21.1K.
Baldwin Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 12 quarters.
Baldwin Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $30K in Q4 2019.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.