Winthrop Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Winthrop Advisory Group's XLU Position: Q2 2026 in Review
Winthrop Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,653 shares — an estimated $259K sold.
Winthrop Advisory Group first reported a position in XLU in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Winthrop Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Winthrop Advisory Group sold 5,653 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
- Winthrop Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
- Winthrop Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $309K in Q4 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.