Baldwin Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $664K | Hold |
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|
2025
Q2 | $602K | Hold |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $621K | Hold |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $414K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $566K | Hold |
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|
2021
Q3 | $497K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $466K | Hold |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $506K | Hold |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $27K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4K | Buy |
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