A detailed history of Winthrop Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 34,002 shares of XLU stock, worth $2.73 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
34,002
Previous 35,375 3.88%
Holding current value
$2.73 Million
Previous $2.86 Million 9.87%
% of portfolio
0.69%
Previous 1.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$74.89 - $82.93 $102,823 - $113,862
-1,373 Reduced 3.88%
34,002 $2.58 Million
Q3 2024

Nov 04, 2024

BUY
$67.67 - $80.78 $53,323 - $63,654
788 Added 2.28%
35,375 $2.86 Million
Q2 2024

Aug 09, 2024

SELL
$62.77 - $72.87 $149,392 - $173,430
-2,380 Reduced 6.44%
34,587 $2.36 Million
Q1 2024

May 08, 2024

BUY
$59.95 - $65.65 $13,428 - $14,705
224 Added 0.61%
36,967 $2.43 Million
Q4 2023

Feb 09, 2024

BUY
$56.19 - $65.96 $2.06 Million - $2.42 Million
36,743 New
36,743 $2.33 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Winthrop Capital Management, LLC Portfolio

Follow Winthrop Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Capital Management, LLC with notifications on news.