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 33,474 shares of XLU stock, worth $2.97 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
33,474
Previous 32,934 1.64%
Holding current value
$2.97 Million
Previous $2.69 Million 8.55%
% of portfolio
0.71%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$81.14 - $87.32 $43,815 - $47,152
540 Added 1.64%
33,474 $2.92 Million
Q2 2025

Aug 07, 2025

BUY
$73.09 - $82.77 $194,638 - $220,416
2,663 Added 8.8%
32,934 $2.69 Million
Q1 2025

May 06, 2025

SELL
$74.7 - $80.27 $278,705 - $299,487
-3,731 Reduced 10.97%
30,271 $2.39 Million
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
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