Ironwood Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
30,670
| – | – | 0.33% | 64 |
|
|
2025
Q1 | $1.53M | Buy |
30,670
+1,994
| +7% | +$99.3K | 0.33% | 64 |
|
|
2024
Q4 | $1.39M | Buy |
28,676
+2,318
| +9% | +$112K | 0.29% | 67 |
|
|
2024
Q3 | $1.19M | Buy |
26,358
+1,839
| +8% | +$83.3K | 0.25% | 69 |
|
|
2024
Q2 | $1.01M | Buy |
24,519
+688
| +3% | +$28.3K | 0.23% | 72 |
|
|
2024
Q1 | $1M | Sell |
23,831
-508
| -2% | -$21.4K | 0.23% | 71 |
|
|
2023
Q4 | $915K | Sell |
24,339
-946
| -4% | -$35.6K | 0.22% | 74 |
|
|
2023
Q3 | $839K | Sell |
25,285
-964
| -4% | -$32K | 0.23% | 66 |
|
|
2023
Q2 | $885K | Sell |
26,249
-305
| -1% | -$10.3K | 0.23% | 66 |
|
|
2023
Q1 | $854K | Buy |
26,554
+5
| +0% | +$161 | 0.24% | 67 |
|
|
2022
Q4 | $908K | Sell |
26,549
-160
| -0.6% | -$5.47K | 0.28% | 63 |
|
|
2022
Q3 | $811K | Sell |
26,709
-211
| -0.8% | -$6.41K | 0.27% | 65 |
|
|
2022
Q2 | $847K | Sell |
26,920
-287
| -1% | -$9.03K | 0.27% | 66 |
|
|
2022
Q1 | $1.04M | Sell |
27,207
-156
| -0.6% | -$5.98K | 0.29% | 63 |
|
|
2021
Q4 | $1.07M | Sell |
27,363
-320
| -1% | -$12.5K | 0.29% | 60 |
|
|
2021
Q3 | $1.04M | Sell |
27,683
-745
| -3% | -$28K | 0.3% | 59 |
|
|
2021
Q2 | $1.04M | Sell |
28,428
-190
| -0.7% | -$6.97K | 0.31% | 59 |
|
|
2021
Q1 | $974K | Sell |
28,618
-482
| -2% | -$16.4K | 0.32% | 57 |
|
|
2020
Q4 | $858K | Sell |
29,100
-260
| -0.9% | -$7.67K | 0.32% | 57 |
|
|
2020
Q3 | $707K | Sell |
29,360
-1,461
| -5% | -$35.2K | 0.36% | 43 |
|
|
2020
Q2 | $713K | Buy |
30,821
+26,048
| +546% | +$603K | 0.39% | 36 |
|
|
2020
Q1 | $99K | Sell |
4,773
-6
| -0.1% | -$124 | 0.07% | 57 |
|
|
2019
Q4 | $147K | Hold |
4,779
| – | – | 0.07% | 65 |
|
|
2019
Q3 | $134K | Hold |
4,779
| – | – | 0.06% | 66 |
|
|
2019
Q2 | $132K | Hold |
4,779
| – | – | 0.06% | 65 |
|
|
2019
Q1 | $123K | Sell |
4,779
-500
| -9% | -$12.9K | 0.06% | 68 |
|
|
2018
Q4 | $126K | Hold |
5,279
| – | – | 0.07% | 65 |
|
|
2018
Q3 | $146K | Hold |
5,279
| – | – | 0.08% | 63 |
|
|
2018
Q2 | $140K | Hold |
5,279
| – | – | 0.08% | 56 |
|
|
2018
Q1 | $146K | Hold |
5,279
| – | – | 0.16% | 42 |
|
|
2017
Q4 | $147K | Hold |
5,279
| – | – | 0.09% | 52 |
|
|
2017
Q3 | $137K | Hold |
5,279
| – | – | 0.08% | 57 |
|
|
2017
Q2 | $130K | Hold |
5,279
| – | – | 0.08% | 54 |
|
|
2017
Q1 | $125K | Sell |
5,279
-355
| -6% | -$8.41K | 0.08% | 53 |
|
|
2016
Q4 | $131K | Hold |
5,634
| – | – | 0.09% | 53 |
|
|
2016
Q3 | $109K | Sell |
5,634
-784
| -12% | -$15.2K | 0.08% | 59 |
|
|
2016
Q2 | $129K | Hold |
6,418
| – | – | 0.1% | 56 |
|
|
2016
Q1 | $127K | Buy |
+6,418
| New | +$127K | 0.1% | 58 |
|
|
2015
Q3 | $139K | Hold |
7,010
| – | – | 0.07% | 77 |
|
|
2015
Q2 | $150K | Hold |
7,010
| – | – | 0.07% | 73 |
|
|
2015
Q1 | $148K | Sell |
7,010
-594
| -8% | -$12.5K | 0.07% | 77 |
|
|
2014
Q4 | $165K | Buy |
+7,604
| New | +$165K | 0.09% | 67 |
|