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