Winthrop Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
32,934
+2,663
| +9% | +$217K | 0.68% | 39 |
|
|
2025
Q1 | $2.39M | Sell |
30,271
-3,731
| -11% | -$294K | 0.66% | 37 |
|
|
2024
Q4 | $2.58M | Sell |
34,002
-1,373
| -4% | -$104K | 0.69% | 39 |
|
|
2024
Q3 | $2.86M | Buy |
35,375
+788
| +2% | +$63.7K | 1.36% | 20 |
|
|
2024
Q2 | $2.36M | Sell |
34,587
-2,380
| -6% | -$162K | 1.18% | 23 |
|
|
2024
Q1 | $2.43M | Buy |
36,967
+224
| +0.6% | +$14.7K | 1.12% | 24 |
|
|
2023
Q4 | $2.33M | Buy |
+36,743
| New | +$2.33M | 0.76% | 34 |
|