Ironwood Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Ironwood Financial’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Sell	2,518 -115	-4%	-$13.4K	0.05%	152
2026 Q1	$287K	Sell	2,633 -5	-0.2%	-$584	0.05%	143
2025 Q4	$328K	Sell	2,638 -126	-5%	-$14.9K	0.06%	135
2025 Q3	$331K	Buy	2,764 +6	+0.2%	+$687	0.06%	136
2025 Q2	$272K	Hold	2,758	–	–	0.06%	136
2025 Q1	$272K	Sell	2,758 -8	-0.3%	-$868	0.06%	136
2024 Q4	$310K	Hold	2,766	–	–	0.07%	128
2024 Q3	$277K	Buy	2,766 +56	+2%	+$5.24K	0.06%	133
2024 Q2	$247K	Sell	2,710 -28	-1%	-$2.49K	0.06%	134
2024 Q1	$252K	Sell	2,738 -22	-0.8%	-$1.96K	0.06%	139
2023 Q4	$247K	Sell	2,760 -2	-0.1%	-$166	0.06%	138
2023 Q3	$222K	Sell	2,762 -48	-2%	-$4.06K	0.06%	135
2023 Q2	$239K	Sell	2,810 -12	-0.4%	-$919	0.06%	132
2023 Q1	$211K	Buy	+2,822	New	+$202K	0.06%	137
2022 Q4	–	Sell	-2,874	Closed	-$205K	–	138
2022 Q3	$205K	Buy	+2,874	New	+$225K	0.07%	113
2022 Q2	–	Sell	-2,944	Closed	-$272K	–	127
2022 Q1	$272K	Sell	2,944 -38	-1%	-$3.48K	0.08%	106
2021 Q4	$305K	Buy	2,982 +826	+38%	+$82.3K	0.08%	101
2021 Q3	$193K	Sell	2,156 -242	-10%	-$22K	0.06%	120
2021 Q2	$214K	Sell	2,398 -7,234	-75%	-$630K	0.06%	110
2021 Q1	$809K	Sell	9,632 -548	-5%	-$45.6K	0.26%	64
2020 Q4	$818K	Sell	10,180 -182	-2%	-$14K	0.31%	59
2020 Q3	$762K	Sell	10,362 -298	-3%	-$21.1K	0.38%	42
2020 Q2	$681K	Buy	10,660 +10,480	+5,822%	+$618K	0.37%	39
2020 Q1	$9K	Hold	180	–	–	0.01%	229
2019 Q4	$11K	Hold	180	–	–	0.01%	257
2019 Q3	$11K	Hold	180	–	–	0.01%	257
2019 Q2	$11K	Hold	180	–	–	0.01%	256
2019 Q1	$10K	Hold	180	–	–	0.01%	258
2018 Q4	$9K	Hold	180	–	–	0.01%	255
2018 Q3	$11K	Hold	180	–	–	0.01%	251
2018 Q2	$10K	Hold	180	–	–	0.01%	191
2018 Q1	$9K	Hold	180	–	–	0.01%	176
2017 Q4	$9K	Hold	180	–	–	0.01%	183
2017 Q3	$8K	Hold	180	–	–	﹤0.01%	192
2017 Q2	$8K	Hold	180	–	–	0.01%	185
2017 Q1	$8K	Hold	180	–	–	0.01%	183
2016 Q4	$7K	Hold	180	–	–	﹤0.01%	187
2016 Q3	$7K	Hold	180	–	–	0.01%	188
2016 Q2	$7K	Hold	180	–	–	0.01%	187
2016 Q1	$7K	Buy	+180	New	+$6.71K	0.01%	189
2015 Q3	$7K	Hold	180	–	–	﹤0.01%	237
2015 Q2	$7K	Hold	180	–	–	﹤0.01%	224
2015 Q1	$7K	Hold	180	–	–	﹤0.01%	229
2014 Q4	$6K	Buy	+180	New	+$6.17K	﹤0.01%	209

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Ironwood Financial's XLY Position: Q2 2026 in Review

Ironwood Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.4% in Q2 2026, selling an estimated $13.4K and leaving 2,518 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #152.

Ironwood Financial first reported a position in XLY in Q4 2014 and has held it in 44 quarters since. The position peaked at $818K in Q4 2020. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Ironwood Financial held 2,518 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $292K as of Q2 2026.
Ironwood Financial sold 115 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #152 holding.
Ironwood Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
Ironwood Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $818K in Q4 2020.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.