Number of Shares
26,788.00
Current Holdings Value*
$5.29 Mil
% of Portfolio
1.45%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
29.09%

Winthrop Capital Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, Winthrop Capital Management, LLC held 26,788.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $5.29 Mil. This investment constitutes 1.45% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.03% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 3 purchases of XLY, at an average price of $170.07, for a total of 31,540.00 shares. In addition, there have been 2 sales at an average price of $201.16 for 4,752.00 shares. Based on historical transaction data and XLY's current price of $222.80, Winthrop Capital Management, LLC's estimated gain on his XLY holdings is $1.56 Mil, reflecting a 29.09% gain to date.

Winthrop Capital Management, LLC XLY ($222.80) Holding Chart

Winthrop Capital Management, LLC XLY ($222.80) 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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