Ironwood Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Ironwood Financial’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-732	Closed	-$50K	–	556
2021 Q3	$50K	Hold	732	–	–	0.01%	194
2021 Q2	$51K	Hold	732	–	–	0.02%	188
2021 Q1	$50K	Hold	732	–	–	0.02%	174
2020 Q4	$49K	Hold	732	–	–	0.02%	164
2020 Q3	$47K	Hold	732	–	–	0.02%	122
2020 Q2	$43K	Hold	732	–	–	0.02%	118
2020 Q1	$40K	Hold	732	–	–	0.03%	99
2019 Q4	$46K	Hold	732	–	–	0.02%	120
2019 Q3	$45K	Hold	732	–	–	0.02%	124
2019 Q2	$43K	Hold	732	–	–	0.02%	129
2019 Q1	$41K	Hold	732	–	–	0.02%	125
2018 Q4	$37K	Hold	732	–	–	0.02%	128
2018 Q3	$39K	Hold	732	–	–	0.02%	134
2018 Q2	$38K	Hold	732	–	–	0.02%	111
2018 Q1	$39K	Hold	732	–	–	0.04%	89
2017 Q4	$42K	Hold	732	–	–	0.03%	93
2017 Q3	$40K	Hold	732	–	–	0.02%	97
2017 Q2	$40K	Hold	732	–	–	0.03%	93
2017 Q1	$40K	Sell	732 -12	-2%	-$645	0.03%	95
2016 Q4	$38K	Hold	744	–	–	0.03%	97
2016 Q3	$40K	Hold	744	–	–	0.03%	98
2016 Q2	$41K	Hold	744	–	–	0.03%	96
2016 Q1	$39K	Buy	+744	New	+$37.8K	0.03%	95
2015 Q3	$35K	Hold	744	–	–	0.02%	135
2015 Q2	$35K	Sell	744 -420	-36%	-$20.5K	0.02%	132
2015 Q1	$57K	Buy	1,164 +100	+9%	+$4.91K	0.03%	108
2014 Q4	$52K	Buy	+1,064	New	+$50.4K	0.03%	100

Other funds holding XLP

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Ironwood Financial's XLP Position: Q4 2021 in Review

Ironwood Financial sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2021, closing a stake of 732 shares — an estimated $50K sold.

Ironwood Financial first reported a position in XLP in Q4 2014 and held it in 27 quarters. The position peaked at $57K in Q1 2015. 975 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

Ironwood Financial reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 732 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $50K.
Ironwood Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $57K in Q1 2015.
975 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

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