Ironwood Financial’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Ironwood Financial’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-420	Closed	-$43K	–	415
2019 Q4	$43K	Hold	420	–	–	0.02%	127
2019 Q3	$39K	Hold	420	–	–	0.02%	138
2019 Q2	$40K	Hold	420	–	–	0.02%	138
2019 Q1	$40K	Hold	420	–	–	0.02%	134
2018 Q4	$31K	Hold	420	–	–	0.02%	150
2018 Q3	$38K	Hold	420	–	–	0.02%	136
2018 Q2	$34K	Hold	420	–	–	0.02%	114
2018 Q1	$32K	Buy	+420	New	+$31.4K	0.03%	101

Other funds holding XSW

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Ironwood Financial's XSW Position: Q1 2020 in Review

Ironwood Financial sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2020, closing a stake of 420 shares — an estimated $43K sold.

Ironwood Financial first reported a position in XSW in Q1 2018 and held it in 8 quarters. The position peaked at $43K in Q4 2019. 56 funds tracked by Wall St. Rank hold XSW as of Q1 2020.

Ironwood Financial reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 420 State Street SPDR S&P Software & Services ETF shares in Q1 2020, an estimated $43K.
Ironwood Financial first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2018 and held it in 8 quarters.
Ironwood Financial's State Street SPDR S&P Software & Services ETF position peaked at $43K in Q4 2019.
56 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2020.

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