Winthrop Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.22M Buy
70,105
+530
+0.8% +$23.8K 0.83% 34
2025
Q4
$2.97M Buy
69,575
+2,627
+4% +$116K 0.69% 37
2025
Q3
$2.92M Buy
66,948
+1,080
+2% +$45.7K 0.71% 37
2025
Q2
$2.69M Buy
65,868
+5,326
+9% +$212K 0.68% 39
2025
Q1
$2.39M Sell
60,542
-7,462
-11% -$292K 0.66% 37
2024
Q4
$2.58M Sell
68,004
-2,746
-4% -$109K 0.69% 39
2024
Q3
$2.86M Buy
70,750
+1,576
+2% +$58.5K 1.36% 20
2024
Q2
$2.36M Sell
69,174
-4,760
-6% -$163K 1.18% 23
2024
Q1
$2.43M Buy
73,934
+448
+0.6% +$14K 1.12% 24
2023
Q4
$2.33M Buy
+73,486
New +$2.25M 0.76% 34

Other funds holding XLU

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

Winthrop Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.76% in Q1 2026, buying an estimated $23.8K and bringing the position to 70,105 shares worth $3.22M. The position accounts for 0.83% of the portfolio, ranked #34.

Winthrop Capital Management first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Winthrop Capital Management held 70,105 shares of State Street Utilities Select Sector SPDR ETF worth $3.22M as of Q1 2026.
  • Winthrop Capital Management bought 530 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $23.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.83% of Winthrop Capital Management's portfolio in Q1 2026, its #34 holding.
  • Winthrop Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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