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

Ironwood Financial’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	24,002 -2,490	-9%	-$129K	0.21%	80
2026 Q1	$1.31M	Sell	26,492 -2,558	-9%	-$133K	0.23%	74
2025 Q4	$1.61M	Sell	29,050 -4,251	-13%	-$227K	0.27%	70
2025 Q3	$1.79M	Buy	33,301 +2,631	+9%	+$139K	0.32%	64
2025 Q2	$1.53M	Hold	30,670	–	–	0.33%	64
2025 Q1	$1.53M	Buy	30,670 +1,994	+7%	+$100K	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%	+$80.2K	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%	-$20.1K	0.23%	71
2023 Q4	$915K	Sell	24,339 -946	-4%	-$32.8K	0.22%	74
2023 Q3	$839K	Sell	25,285 -964	-4%	-$33.2K	0.23%	66
2023 Q2	$885K	Sell	26,249 -305	-1%	-$9.95K	0.23%	66
2023 Q1	$854K	Buy	26,554 +5	+0%	+$174	0.24%	67
2022 Q4	$908K	Sell	26,549 -160	-0.6%	-$5.41K	0.28%	63
2022 Q3	$811K	Sell	26,709 -211	-0.8%	-$6.97K	0.27%	65
2022 Q2	$847K	Sell	26,920 -287	-1%	-$9.92K	0.27%	66
2022 Q1	$1.04M	Sell	27,207 -156	-0.6%	-$6.1K	0.29%	63
2021 Q4	$1.07M	Sell	27,363 -320	-1%	-$12.6K	0.29%	60
2021 Q3	$1.04M	Sell	27,683 -745	-3%	-$27.9K	0.3%	59
2021 Q2	$1.04M	Sell	28,428 -190	-0.7%	-$6.95K	0.31%	59
2021 Q1	$974K	Sell	28,618 -482	-2%	-$15.5K	0.32%	57
2020 Q4	$858K	Sell	29,100 -260	-0.9%	-$6.96K	0.32%	57
2020 Q3	$707K	Sell	29,360 -1,461	-5%	-$35.5K	0.36%	43
2020 Q2	$713K	Buy	30,821 +26,048	+546%	+$591K	0.39%	36
2020 Q1	$99K	Sell	4,773 -6	-0.1%	-$165	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%	-$8.5K	0.08%	53
2016 Q4	$131K	Hold	5,634	–	–	0.09%	53
2016 Q3	$109K	Sell	5,634 -784	-12%	-$16.2K	0.08%	59
2016 Q2	$129K	Hold	6,418	–	–	0.1%	56
2016 Q1	$127K	Buy	+6,418	New	+$122K	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%	-$12.6K	0.07%	77
2014 Q4	$165K	Buy	+7,604	New	+$159K	0.09%	67

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ironwood Financial's XLF Position: Q2 2026 in Review

Ironwood Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.4% in Q2 2026, selling an estimated $129K and leaving 24,002 shares worth $1.35M. The position accounts for 0.21% of the portfolio, ranked #80.

Ironwood Financial first reported a position in XLF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.79M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ironwood Financial held 24,002 shares of State Street Financial Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Ironwood Financial sold 2,490 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $129K.
State Street Financial Select Sector SPDR ETF made up 0.21% of Ironwood Financial's portfolio in Q2 2026, its #80 holding.
Ironwood Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.79M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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