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Ironwood Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ironwood Investment Counsel’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Sell
4,683
-1,342
-22% -$69.7K 0.03% 248
2026
Q1 		$298K Buy
6,025
+1,346
+29% +$70.1K 0.04% 219
2025
Q4 		$256K Buy
4,679
+2
+0% +$107 0.04% 236
2025
Q3 		$252K Buy
4,677
+1
+0% +$53 0.04% 236
2025
Q2 		$245K Buy
4,676
+2
+0% +$99 0.04% 225
2025
Q1 		$233K Sell
4,674
-389
-8% -$19.5K 0.04% 221
2024
Q4 		$245K Buy
5,063
+2
+0% +$97 0.04% 221
2024
Q3 		$229K Sell
5,061
-1,673
-25% -$73K 0.04% 237
2024
Q2 		$277K Buy
6,734
+1
+0% +$41 0.05% 217
2024
Q1 		$284K Sell
6,733
-483
-7% -$19.1K 0.05% 217
2023
Q4 		$271K Sell
7,216
-632
-8% -$21.9K 0.05% 211
2023
Q3 		$699K Buy
7,848
+550
+8% +$19K 0.15% 132
2023
Q2 		$246K Sell
7,298
-2,862
-28% -$93.4K 0.06% 183
2023
Q1 		$327K Sell
10,160
-2,276
-18% -$79.1K 0.08% 161
2022
Q4 		$425K Buy
+12,436
New +$421K 0.1% 138
2021
Q4 		– Sell
-6,097
Closed -$228K – 217
2021
Q3 		$228K Buy
+6,097
New +$228K 0.06% 183

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Ironwood Investment Counsel's XLF Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q2 2026, selling an estimated $69.7K and leaving 4,683 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #248.

Ironwood Investment Counsel first reported a position in XLF in Q3 2021 and has held it in 16 quarters since. The position peaked at $699K in Q3 2023. 1,168 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Ironwood Investment Counsel held 4,683 shares of State Street Financial Select Sector SPDR ETF worth $251K as of Q2 2026.
  • Ironwood Investment Counsel sold 1,342 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $69.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Ironwood Investment Counsel's portfolio in Q2 2026, its #248 holding.
  • Ironwood Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
  • Ironwood Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $699K in Q3 2023.
  • 1,168 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.