Winthrop Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Winthrop Advisory Group's XLE Position: Q3 2026 in Review
Winthrop Advisory Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.5% in Q3 2026, buying an estimated $1.21K and bringing the position to 4,050 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #191.
Winthrop Advisory Group first reported a position in XLE in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.65M in Q1 2024. 698 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- Winthrop Advisory Group held 4,050 shares of State Street Energy Select Sector SPDR ETF worth $249K as of Q3 2026.
- Winthrop Advisory Group bought 20 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $1.21K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #191 holding.
- Winthrop Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 18 quarters since.
- Winthrop Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $6.65M in Q1 2024.
- 698 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.