Number of Shares
62,546.00
Current Holdings Value*
$9.13 Mil
% of Portfolio
2.51%
Total Estimate Gain
$255,250.41
% of Total Estimate Gain
2.81%

Winthrop Capital Management, LLC's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Winthrop Capital Management, LLC held 62,546.00 shares of Health Care Select Sector SPDR(XLV), totaling $9.13 Mil. This investment constitutes 2.51% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 3 purchases of XLV, at an average price of $133.05, for a total of 68,176.00 shares. In addition, there have been 2 sales at an average price of $148.33 for 5,630.00 shares. Based on historical transaction data and XLV's current price of $135.76, Winthrop Capital Management, LLC's estimated gain on his XLV holdings is $255,250.41, reflecting a 2.81% gain to date.

Winthrop Capital Management, LLC XLV ($135.76) Holding Chart

Winthrop Capital Management, LLC XLV ($135.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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