Winthrop Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.56M	Buy	78,595 +635	+0.8%	+$74.2K	2.2%	15
2025 Q4	$9.31M	Buy	77,960 +494	+0.6%	+$58.6K	2.17%	15
2025 Q3	$9.28M	Buy	77,466 +628	+0.8%	+$71.9K	2.24%	14
2025 Q2	$8.35M	Buy	76,838 +23,262	+43%	+$2.38M	2.11%	15
2025 Q1	$5.29M	Sell	53,576 -4,510	-8%	-$489K	1.46%	20
2024 Q4	$6.57M	Buy	58,086 +5,452	+10%	+$583K	1.75%	17
2024 Q3	$5.27M	Sell	52,634 -4,994	-9%	-$467K	2.51%	14
2024 Q2	$5.26M	Buy	57,628 +1,210	+2%	+$108K	2.63%	12
2024 Q1	$5.19M	Buy	56,418 +48	+0.1%	+$4.27K	2.39%	14
2023 Q4	$5.04M	Buy	+56,370	New	+$4.67M	1.65%	17