Ironwood Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.63M Buy
28,775
+1,737
+6% +$99.3K 0.26% 72
2026
Q1
$1.66M Buy
27,038
+2,306
+9% +$124K 0.29% 66
2025
Q4
$1.15M Buy
24,732
+3,024
+14% +$135K 0.19% 78
2025
Q3
$970K Buy
21,708
+7,258
+50% +$318K 0.17% 83
2025
Q2
$675K Hold
14,450
0.14% 95
2025
Q1
$675K Buy
14,450
+4,084
+39% +$184K 0.14% 95
2024
Q4
$444K Buy
10,366
+4,106
+66% +$187K 0.09% 111
2024
Q3
$275K Buy
+6,260
New +$280K 0.06% 134

Other funds holding XLE

Ironwood Financial's XLE Position: Q2 2026 in Review

Ironwood Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.4% in Q2 2026, buying an estimated $99.3K and bringing the position to 28,775 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #72.

Ironwood Financial first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ironwood Financial held 28,775 shares of State Street Energy Select Sector SPDR ETF worth $1.63M as of Q2 2026.
  • Ironwood Financial bought 1,737 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $99.3K.
  • State Street Energy Select Sector SPDR ETF made up 0.26% of Ironwood Financial's portfolio in Q2 2026, its #72 holding.
  • Ironwood Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Ironwood Financial's State Street Energy Select Sector SPDR ETF position peaked at $1.66M in Q1 2026.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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