Winthrop Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Winthrop Advisory Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Sell	4,030 -38	-0.9%	-$2.17K	0.01%	208
2026 Q1	$249K	Buy	+4,068	New	+$218K	0.02%	167
2025 Q3	–	Sell	-5,352	Closed	-$227K	–	199
2025 Q2	$227K	Sell	5,352 -3,860	-42%	-$161K	0.02%	160
2025 Q1	$430K	Sell	9,212 -2,458	-21%	-$111K	0.05%	98
2024 Q4	$500K	Sell	11,670 -134,198	-92%	-$6.1M	0.06%	96
2024 Q3	$6.4M	Buy	145,868 +738	+0.5%	+$33K	0.79%	20
2024 Q2	$6.61M	Buy	145,130 +4,204	+3%	+$196K	0.9%	19
2024 Q1	$6.65M	Buy	140,926 +1,942	+1%	+$83.4K	0.96%	18
2023 Q4	$5.83M	Buy	138,984 +5,448	+4%	+$233K	0.91%	18
2023 Q3	$6.04M	Buy	133,536 +3,656	+3%	+$160K	0.99%	18
2023 Q2	$5.27M	Buy	129,880 +3,196	+3%	+$130K	0.85%	18
2023 Q1	$5.25M	Sell	126,684 -2,680	-2%	-$115K	0.93%	19
2022 Q4	$5.66M	Buy	129,364 +5,084	+4%	+$221K	1.07%	18
2022 Q3	$4.47M	Sell	124,280 -7,812	-6%	-$295K	0.96%	19
2022 Q2	$4.72M	Buy	+132,092	New	+$5.3M	1.11%	17
2018 Q2	–	Sell	-6,586	Closed	-$240K	–	85
2018 Q1	$240K	Sell	6,586 -2,774	-30%	-$98.2K	0.17%	69
2017 Q4	$351K	Buy	+9,360	New	+$322K	0.25%	54

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Winthrop Advisory Group's XLE Position: Q2 2026 in Review

Winthrop Advisory Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.93% in Q2 2026, selling an estimated $2.17K and leaving 4,030 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #208.

Winthrop Advisory Group first reported a position in XLE in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.65M in Q1 2024. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Winthrop Advisory Group held 4,030 shares of State Street Energy Select Sector SPDR ETF worth $214K as of Q2 2026.
Winthrop Advisory Group sold 38 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.17K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Winthrop Advisory Group's portfolio in Q2 2026, its #208 holding.
Winthrop Advisory Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
Winthrop Advisory Group's State Street Energy Select Sector SPDR ETF position peaked at $6.65M in Q1 2024.
439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.