Baldwin Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Hold	5,540	–	–	0.04%	132
2026 Q1	$604K	Hold	5,540	–	–	0.04%	133
2025 Q4	$662K	Hold	5,540	–	–	0.04%	139
2025 Q3	$664K	Hold	5,540	–	–	0.04%	136
2025 Q2	$602K	Hold	5,540	–	–	0.04%	136
2025 Q1	$547K	Hold	5,540	–	–	0.04%	135
2024 Q4	$621K	Hold	5,540	–	–	0.04%	132
2024 Q3	$555K	Hold	5,540	–	–	0.04%	183
2024 Q2	$505K	Hold	5,540	–	–	0.04%	142
2024 Q1	$509K	Hold	5,540	–	–	0.04%	144
2023 Q4	$495K	Hold	5,540	–	–	0.04%	149
2023 Q3	$446K	Hold	5,540	–	–	0.04%	157
2023 Q2	$470K	Hold	5,540	–	–	0.04%	167
2023 Q1	$414K	Hold	5,540	–	–	0.04%	177
2022 Q4	$358K	Hold	5,540	–	–	0.03%	184
2022 Q3	$395K	Hold	5,540	–	–	0.05%	117
2022 Q2	$381K	Hold	5,540	–	–	0.05%	129
2022 Q1	$512K	Hold	5,540	–	–	0.05%	117
2021 Q4	$566K	Hold	5,540	–	–	0.06%	113
2021 Q3	$497K	Hold	5,540	–	–	0.06%	114
2021 Q2	$495K	Hold	5,540	–	–	0.05%	120
2021 Q1	$466K	Hold	5,540	–	–	0.06%	113
2020 Q4	$445K	Sell	5,540 -1,340	-19%	-$103K	0.06%	109
2020 Q3	$506K	Hold	6,880	–	–	0.07%	98
2020 Q2	$439K	Hold	6,880	–	–	0.06%	104
2020 Q1	$337K	Sell	6,880 -486	-7%	-$28.7K	0.06%	115
2019 Q4	$462K	Buy	7,366 +6,880	+1,416%	+$419K	0.06%	115
2019 Q3	$29K	Hold	486	–	–	﹤0.01%	372
2019 Q2	$29K	Hold	486	–	–	﹤0.01%	362
2019 Q1	$28K	Hold	486	–	–	﹤0.01%	366
2018 Q4	$24K	Hold	486	–	–	﹤0.01%	366
2018 Q3	$28K	Hold	486	–	–	﹤0.01%	378
2018 Q2	$27K	Buy	+486	New	+$25.7K	﹤0.01%	373
2016 Q2	–	Sell	-100	Closed	-$4K	–	501
2016 Q1	$4K	Buy	+100	New	+$3.73K	﹤0.01%	447

Other funds holding XLY

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Baldwin Wealth Partners's XLY Position: Q2 2026 in Review

Baldwin Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 5,540 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #132.

Baldwin Wealth Partners first reported a position in XLY in Q1 2016 and has held it in 34 quarters since. The position peaked at $664K in Q3 2025. 593 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Baldwin Wealth Partners held 5,540 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $650K as of Q2 2026.
Baldwin Wealth Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #132 holding.
Baldwin Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 34 quarters since.
Baldwin Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $664K in Q3 2025.
593 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.