A detailed history of Winthrop Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 38,041 shares of XLE stock, worth $3.33 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
38,041
Previous 39,326 3.27%
Holding current value
$3.33 Million
Previous $3.59 Million 6.83%
% of portfolio
1.59%
Previous 1.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$84.35 - $93.39 $108,389 - $120,006
-1,285 Reduced 3.27%
38,041 $3.34 Million
Q2 2024

Aug 09, 2024

BUY
$88.04 - $98.08 $369,239 - $411,347
4,194 Added 11.94%
39,326 $3.59 Million
Q1 2024

May 08, 2024

BUY
$79.91 - $94.41 $28,447 - $33,609
356 Added 1.02%
35,132 $3.32 Million
Q4 2023

Feb 09, 2024

BUY
$81.2 - $91.96 $2.82 Million - $3.2 Million
34,776 New
34,776 $2.92 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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