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

Ironwood Financial’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-115	Closed	-$11K	–	554
2021 Q3	$11K	Hold	115	–	–	﹤0.01%	362
2021 Q2	$12K	Hold	115	–	–	﹤0.01%	350
2021 Q1	$11K	Hold	115	–	–	﹤0.01%	331
2020 Q4	$10K	Hold	115	–	–	﹤0.01%	323
2020 Q3	$9K	Hold	115	–	–	﹤0.01%	275
2020 Q2	$8K	Hold	115	–	–	﹤0.01%	268
2020 Q1	$7K	Hold	115	–	–	﹤0.01%	249
2019 Q4	$9K	Hold	115	–	–	﹤0.01%	272
2019 Q3	$9K	Hold	115	–	–	﹤0.01%	268
2019 Q2	$9K	Hold	115	–	–	﹤0.01%	273
2019 Q1	$9K	Hold	115	–	–	﹤0.01%	270
2018 Q4	$7K	Hold	115	–	–	﹤0.01%	278
2018 Q3	$9K	Hold	115	–	–	﹤0.01%	264
2018 Q2	$8K	Hold	115	–	–	﹤0.01%	203
2018 Q1	$9K	Hold	115	–	–	0.01%	175
2017 Q4	$9K	Hold	115	–	–	0.01%	182
2017 Q3	$8K	Hold	115	–	–	﹤0.01%	191
2017 Q2	$8K	Hold	115	–	–	0.01%	184
2017 Q1	$7K	Hold	115	–	–	﹤0.01%	195
2016 Q4	$7K	Hold	115	–	–	﹤0.01%	186
2016 Q3	$7K	Hold	115	–	–	0.01%	187
2016 Q2	$6K	Hold	115	–	–	﹤0.01%	199
2016 Q1	$6K	Buy	+115	New	+$5.95K	﹤0.01%	201
2015 Q3	$6K	Hold	115	–	–	﹤0.01%	251
2015 Q2	$6K	Hold	115	–	–	﹤0.01%	239
2015 Q1	$6K	Hold	115	–	–	﹤0.01%	239
2014 Q4	$7K	Buy	+115	New	+$6.32K	﹤0.01%	193

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ironwood Financial's XLI Position: Q4 2021 in Review

Ironwood Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2021, closing a stake of 115 shares — an estimated $11K sold.

Ironwood Financial first reported a position in XLI in Q4 2014 and held it in 27 quarters. The position peaked at $12K in Q2 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

Ironwood Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 115 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $11K.
Ironwood Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street Industrial Select Sector SPDR ETF position peaked at $12K in Q2 2021.
1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.