Baldwin Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125	Closed	-$19.3K	–	1055
2024 Q3	$19.3K	Sell	125 -115	-48%	-$17.4K	﹤0.01%	704
2024 Q2	$35K	Buy	240 +140	+140%	+$20.1K	﹤0.01%	397
2024 Q1	$14.8K	Hold	100	–	–	﹤0.01%	521
2023 Q4	$13.6K	Hold	100	–	–	﹤0.01%	546
2023 Q3	$12.9K	Sell	100 -65	-39%	-$8.63K	﹤0.01%	559
2023 Q2	$21.9K	Sell	165 -105	-39%	-$13.8K	﹤0.01%	521
2023 Q1	$35K	Hold	270	–	–	﹤0.01%	467
2022 Q4	$36.7K	Sell	270 -46	-15%	-$6.1K	﹤0.01%	456
2022 Q3	$38K	Hold	316	–	–	0.01%	363
2022 Q2	$41K	Sell	316 -260	-45%	-$34.1K	0.01%	377
2022 Q1	$79K	Buy	576 +281	+95%	+$37.2K	0.01%	311
2021 Q4	$42K	Buy	295 +35	+13%	+$4.65K	﹤0.01%	369
2021 Q3	$33K	Hold	260	–	–	﹤0.01%	399
2021 Q2	$33K	Hold	260	–	–	﹤0.01%	408
2021 Q1	$30K	Buy	+260	New	+$30K	﹤0.01%	412
2018 Q4	–	Sell	-312	Closed	-$30K	–	547
2018 Q3	$30K	Buy	+312	New	+$28.2K	﹤0.01%	367

Other funds holding XLV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 125 shares — an estimated $19.3K sold.

Baldwin Wealth Partners first reported a position in XLV in Q3 2018 and held it in 16 quarters. The position peaked at $79K in Q1 2022. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 125 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $19.3K.
Baldwin Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 16 quarters.
Baldwin Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $79K in Q1 2022.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

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