Baldwin Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$12.1K	–	1054
2024 Q3	$12.1K	Hold	300	–	–	﹤0.01%	766
2024 Q2	$10.2K	Sell	300 -300	-50%	-$10.3K	﹤0.01%	540
2024 Q1	$19.7K	Hold	600	–	–	﹤0.01%	494
2023 Q4	$19K	Hold	600	–	–	﹤0.01%	502
2023 Q3	$17.7K	Hold	600	–	–	﹤0.01%	527
2023 Q2	$19.6K	Hold	600	–	–	﹤0.01%	537
2023 Q1	$20.3K	Hold	600	–	–	﹤0.01%	540
2022 Q4	$21.1K	Buy	+600	New	+$20.4K	﹤0.01%	529

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Baldwin Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 300 shares — an estimated $12.1K sold.

Baldwin Wealth Partners first reported a position in XLU in Q4 2022 and held it in 8 quarters. The position peaked at $21.1K in Q4 2022. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 300 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $12.1K.
Baldwin Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $21.1K in Q4 2022.
1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

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