IWMA
XLE icon

Ironwood Wealth Management (Arizona)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-32
Closed – – 56
2021
Q4 		$0 Hold
32
– – ﹤0.01% 52
2021
Q3 		$1K Hold
32
– – ﹤0.01% 51
2021
Q2 		$1K Hold
32
– – ﹤0.01% 51
2021
Q1 		$1K Hold
32
– – ﹤0.01% 48
2020
Q4 		$1K Sell
32
-12
-27% -$207 ﹤0.01% 49
2020
Q3 		$1K Hold
44
– – ﹤0.01% 43
2020
Q2 		$1K Buy
44
+8
+22% +$149 ﹤0.01% 43
2020
Q1 		$1K Buy
+36
New +$854 ﹤0.01% 50

Other funds holding XLE

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s XLE Position: Q1 2022 in Review

Ironwood Wealth Management (Arizona) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2022, closing a stake of 32 shares.

Ironwood Wealth Management (Arizona) first reported a position in XLE in Q1 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 1,546 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

  • Ironwood Wealth Management (Arizona) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 32 State Street Energy Select Sector SPDR ETF shares in Q1 2022.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
  • Ironwood Wealth Management (Arizona)'s State Street Energy Select Sector SPDR ETF position peaked at $1K in Q3 2021.
  • 1,546 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2022, filed 12 May 2022.