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

Ironwood Financial’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-598	Closed	-$19K	–	558
2021 Q3	$19K	Hold	598	–	–	0.01%	290
2021 Q2	$19K	Sell	598 -310	-34%	-$10.1K	0.01%	285
2021 Q1	$29K	Hold	908	–	–	0.01%	224
2020 Q4	$28K	Hold	908	–	–	0.01%	209
2020 Q3	$27K	Hold	908	–	–	0.01%	166
2020 Q2	$26K	Hold	908	–	–	0.01%	162
2020 Q1	$25K	Sell	908 -94	-9%	-$3.01K	0.02%	128
2019 Q4	$32K	Sell	1,002 -220	-18%	-$6.99K	0.01%	156
2019 Q3	$40K	Hold	1,222	–	–	0.02%	136
2019 Q2	$36K	Hold	1,222	–	–	0.02%	147
2019 Q1	$36K	Hold	1,222	–	–	0.02%	146
2018 Q4	$32K	Hold	1,222	–	–	0.02%	146
2018 Q3	$32K	Hold	1,222	–	–	0.02%	151
2018 Q2	$32K	Hold	1,222	–	–	0.02%	121
2018 Q1	$31K	Sell	1,222 -80	-6%	-$2K	0.03%	103
2017 Q4	$34K	Sell	1,302 -130	-9%	-$3.56K	0.02%	105
2017 Q3	$38K	Buy	1,432 +302	+27%	+$8.11K	0.02%	101
2017 Q2	$29K	Hold	1,130	–	–	0.02%	111
2017 Q1	$29K	Hold	1,130	–	–	0.02%	111
2016 Q4	$27K	Hold	1,130	–	–	0.02%	115
2016 Q3	$28K	Hold	1,130	–	–	0.02%	115
2016 Q2	$30K	Hold	1,130	–	–	0.02%	115
2016 Q1	$28K	Buy	+1,130	New	+$26.1K	0.02%	116
2015 Q3	$24K	Hold	1,130	–	–	0.01%	156
2015 Q2	$23K	Hold	1,130	–	–	0.01%	157
2015 Q1	$25K	Hold	1,130	–	–	0.01%	149
2014 Q4	$27K	Buy	+1,130	New	+$25.6K	0.01%	124

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial's XLU Position: Q4 2021 in Review

Ironwood Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 598 shares — an estimated $19K sold.

Ironwood Financial first reported a position in XLU in Q4 2014 and held it in 27 quarters. The position peaked at $40K in Q3 2019. 986 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Ironwood Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 598 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $19K.
Ironwood Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street Utilities Select Sector SPDR ETF position peaked at $40K in Q3 2019.
986 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

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