Winthrop Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Winthrop Capital Management’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 Q1	$4.96M	Sell	81,024 -2,467	-3%	-$132K	1.27%	28
2025 Q4	$3.73M	Sell	83,491 -315	-0.4%	-$14K	0.87%	33
2025 Q3	$3.74M	Buy	83,806 +1,676	+2%	+$73.4K	0.91%	34
2025 Q2	$3.48M	Buy	82,130 +7,696	+10%	+$321K	0.88%	35
2025 Q1	$3.48M	Sell	74,434 -3,488	-4%	-$157K	0.96%	31
2024 Q4	$3.29M	Buy	77,922 +1,840	+2%	+$83.6K	0.88%	34
2024 Q3	$3.34M	Sell	76,082 -2,570	-3%	-$115K	1.59%	18
2024 Q2	$3.58M	Buy	78,652 +8,388	+12%	+$391K	1.79%	19
2024 Q1	$3.32M	Buy	70,264 +712	+1%	+$30.6K	1.53%	21
2023 Q4	$2.92M	Buy	+69,552	New	+$2.97M	0.95%	30

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Winthrop Capital Management's XLE Position: Q1 2026 in Review

Winthrop Capital Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 3% in Q1 2026, selling an estimated $132K and leaving 81,024 shares worth $4.96M. The position accounts for 1.27% of the portfolio, ranked #28.

Winthrop Capital Management first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Winthrop Capital Management held 81,024 shares of State Street Energy Select Sector SPDR ETF worth $4.96M as of Q1 2026.
Winthrop Capital Management sold 2,467 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $132K.
State Street Energy Select Sector SPDR ETF made up 1.27% of Winthrop Capital Management's portfolio in Q1 2026, its #28 holding.
Winthrop Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.