Ironwood Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$970K Buy
2025
Q2
$675K Hold
2025
Q1
$675K Buy
2024
Q4
$444K Buy
2024
Q3
$275K Buy