Ironwood Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ironwood Financial’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-633	Closed	-$28K	–	557
2021 Q3	$28K	Hold	633	–	–	0.01%	247
2021 Q2	$28K	Hold	633	–	–	0.01%	246
2021 Q1	$25K	Hold	633	–	–	0.01%	238
2020 Q4	$23K	Hold	633	–	–	0.01%	233
2020 Q3	$22K	Hold	633	–	–	0.01%	184
2020 Q2	$22K	Hold	633	–	–	0.01%	173
2020 Q1	$20K	Hold	633	–	–	0.01%	153
2019 Q4	$24K	Hold	633	–	–	0.01%	186
2019 Q3	$25K	Hold	633	–	–	0.01%	177
2019 Q2	$23K	Hold	633	–	–	0.01%	190
2019 Q1	$23K	Sell	633 -69	-10%	-$2.35K	0.01%	181
2018 Q4	$22K	Hold	702	–	–	0.01%	172
2018 Q3	$23K	Hold	702	–	–	0.01%	182
2018 Q2	$23K	Hold	702	–	–	0.01%	151
2018 Q1	$22K	Hold	702	–	–	0.02%	131
2017 Q4	$23K	Hold	702	–	–	0.01%	133
2017 Q3	$23K	Hold	702	–	–	0.01%	137
2017 Q2	$23K	Hold	702	–	–	0.01%	127
2017 Q1	$22K	Sell	702 -77	-10%	-$2.4K	0.01%	129
2016 Q4	$24K	Buy	+779	New	+$23.8K	0.02%	121

Other funds holding XLRE

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ironwood Financial's XLRE Position: Q4 2021 in Review

Ironwood Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 633 shares — an estimated $28K sold.

Ironwood Financial first reported a position in XLRE in Q4 2016 and held it in 20 quarters. The position peaked at $28K in Q3 2021. 648 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Ironwood Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 633 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $28K.
Ironwood Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 20 quarters.
Ironwood Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $28K in Q3 2021.
648 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

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