Winthrop Capital Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.48M | Buy |
41,065
+3,848
| +10% | +$326K | 0.88% | 35 |
|
2025
Q1 | $3.48M | Sell |
37,217
-1,744
| -4% | -$163K | 0.96% | 31 |
|
2024
Q4 | $3.29M | Buy |
38,961
+920
| +2% | +$77.8K | 0.88% | 34 |
|
2024
Q3 | $3.34M | Sell |
38,041
-1,285
| -3% | -$113K | 1.59% | 18 |
|
2024
Q2 | $3.59M | Buy |
39,326
+4,194
| +12% | +$382K | 1.79% | 19 |
|
2024
Q1 | $3.32M | Buy |
35,132
+356
| +1% | +$33.6K | 1.53% | 21 |
|
2023
Q4 | $2.92M | Buy |
+34,776
| New | +$2.92M | 0.95% | 30 |
|