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

Koshinski Asset Management

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

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return