Ironwood Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ironwood Financial’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Sell	2,514 -5	-0.2%	-$570	0.04%	154
2026 Q1	$279K	Hold	2,519	–	–	0.05%	144
2025 Q4	$296K	Sell	2,519 -28	-1%	-$3.22K	0.05%	140
2025 Q3	$301K	Sell	2,547 -5	-0.2%	-$556	0.05%	143
2025 Q2	$246K	Hold	2,552	–	–	0.05%	145
2025 Q1	$246K	Hold	2,552	–	–	0.05%	145
2024 Q4	$247K	Hold	2,552	–	–	0.05%	144
2024 Q3	$231K	Buy	2,552 +79	+3%	+$6.81K	0.05%	142
2024 Q2	$212K	Hold	2,473	–	–	0.05%	143
2024 Q1	$202K	Buy	+2,473	New	+$193K	0.05%	146

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ironwood Financial's XLC Position: Q2 2026 in Review

Ironwood Financial reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.2% in Q2 2026, selling an estimated $570 and leaving 2,514 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #154.

Ironwood Financial first reported a position in XLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $301K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Ironwood Financial held 2,514 shares of State Street Communication Services Select Sector SPDR ETF worth $281K as of Q2 2026.
Ironwood Financial sold 5 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $570.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #154 holding.
Ironwood Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Ironwood Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $301K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.