Winthrop Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Winthrop Capital Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4K	Hold	72	–	–	﹤0.01%	261
2026 Q1	$4K	Buy	72 +22	+44%	+$1.15K	﹤0.01%	265
2025 Q4	$3K	Hold	50	–	–	﹤0.01%	276
2025 Q3	$3K	Hold	50	–	–	﹤0.01%	252
2025 Q2	$3K	Hold	50	–	–	﹤0.01%	258
2025 Q1	$2K	Sell	50 -1,995	-98%	-$100K	﹤0.01%	259
2024 Q4	$99K	Sell	2,045 -360	-15%	-$17.4K	0.03%	148
2024 Q3	$109K	Hold	2,405	–	–	0.05%	70
2024 Q2	$99K	Buy	2,405 +570	+31%	+$23.5K	0.05%	67
2024 Q1	$77K	Hold	1,835	–	–	0.04%	80
2023 Q4	$69K	Buy	+1,835	New	+$63.5K	0.02%	156

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winthrop Capital Management's XLF Position: Q2 2026 in Review

Winthrop Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 72 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Winthrop Capital Management first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $109K in Q3 2024. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Winthrop Capital Management held 72 shares of State Street Financial Select Sector SPDR ETF worth $4K as of Q2 2026.
Winthrop Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #261 holding.
Winthrop Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $109K in Q3 2024.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.