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

Ironwood Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-90	Closed	-$7K	–	555
2021 Q3	$7K	Hold	90	–	–	﹤0.01%	411
2021 Q2	$7K	Hold	90	–	–	﹤0.01%	409
2021 Q1	$6K	Hold	90	–	–	﹤0.01%	411
2020 Q4	$6K	Hold	90	–	–	﹤0.01%	374
2020 Q3	$5K	Buy	+90	New	+$5.08K	﹤0.01%	341

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ironwood Financial's XLK Position: Q4 2021 in Review

Ironwood Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2021, closing a stake of 90 shares — an estimated $7K sold.

Ironwood Financial first reported a position in XLK in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Ironwood Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 90 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Ironwood Financial's State Street Technology Select Sector SPDR ETF position peaked at $7K in Q3 2021.
1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

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