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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$675K	Hold	7,225	–	–	0.14%	95
2025 Q1	$675K	Buy	7,225 +2,042	+39%	+$191K	0.14%	95
2024 Q4	$444K	Buy	5,183 +2,053	+66%	+$176K	0.09%	111
2024 Q3	$275K	Buy	+3,130	New	+$275K	0.06%	134