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 35,375 shares of XLU stock, worth $2.93 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
35,375
Previous 34,587 2.28%
Holding current value
$2.93 Million
Previous $2.36 Million 21.26%
% of portfolio
1.36%
Previous 1.18%

Shares

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