Ironwood Financial’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Ironwood Financial’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-640	Closed	-$29K	–	414
2019 Q4	$29K	Hold	640	–	–	0.01%	165
2019 Q3	$27K	Hold	640	–	–	0.01%	172
2019 Q2	$27K	Hold	640	–	–	0.01%	170
2019 Q1	$29K	Hold	640	–	–	0.02%	161
2018 Q4	$26K	Hold	640	–	–	0.01%	159
2018 Q3	$33K	Hold	640	–	–	0.02%	149
2018 Q2	$31K	Hold	640	–	–	0.02%	123
2018 Q1	$28K	Buy	+640	New	+$29.3K	0.03%	109

Other funds holding XRT

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ironwood Financial's XRT Position: Q1 2020 in Review

Ironwood Financial sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2020, closing a stake of 640 shares — an estimated $29K sold.

Ironwood Financial first reported a position in XRT in Q1 2018 and held it in 8 quarters. The position peaked at $33K in Q3 2018. 64 funds tracked by Wall St. Rank hold XRT as of Q1 2020.

Ironwood Financial reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 640 State Street SPDR S&P Retail ETF shares in Q1 2020, an estimated $29K.
Ironwood Financial first reported a position in State Street SPDR S&P Retail ETF in Q1 2018 and held it in 8 quarters.
Ironwood Financial's State Street SPDR S&P Retail ETF position peaked at $33K in Q3 2018.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.