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

Ironwood Wealth Management (West Virginia)’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
2026
Q2 		$4.64M Sell
84,594
-8,761
-9% -$501K 1.96% 16
2026
Q1 		$5.35M Sell
93,355
-2,102
-2% -$113K 2.4% 15
2025
Q4 		$4.45M Sell
95,457
-1,537
-2% -$68.4K 2% 16
2025
Q3 		$4.13M Buy
96,994
+2,068
+2% +$90.5K 1.89% 16
2025
Q2 		$4.2M Buy
94,926
+204
+0.2% +$8.5K 1.98% 16
2025
Q1 		$3.65M Sell
94,722
-2,298
-2% -$104K 1.9% 16
2024
Q4 		$4.29M Buy
97,020
+1,612
+2% +$73.3K 2.12% 16
2024
Q3 		$4.45M Buy
95,408
+2
+0% +$89 2.18% 15
2024
Q2 		$4.31M Buy
95,406
+746
+0.8% +$34.7K 2.18% 14
2024
Q1 		$4.63M Buy
94,660
+530
+0.6% +$22.8K 2.42% 14
2023
Q4 		$3.85M Sell
94,130
-162
-0.2% -$6.93K 2.11% 14
2023
Q3 		$4.02M Buy
94,292
+48
+0.1% +$2.1K 2.4% 14
2023
Q2 		$3.73M Sell
94,244
-116
-0.1% -$4.72K 2.17% 14
2023
Q1 		$4.01M Sell
94,360
-528
-0.6% -$22.6K 2.39% 14
2022
Q4 		$4.26M Sell
94,888
-3,216
-3% -$140K 2.49% 14
2022
Q3 		$4.01M Sell
98,104
-404
-0.4% -$15.3K 2.88% 13
2022
Q2 		$3.5M Sell
98,508
-1,744
-2% -$70K 2.4% 13
2022
Q1 		$3.83M Buy
+100,252
New +$3.47M 2.76% 12

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s XLE Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.4% in Q2 2026, selling an estimated $501K and leaving 84,594 shares worth $4.64M. The position accounts for 1.96% of the portfolio, ranked #16.

Ironwood Wealth Management (West Virginia) first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.35M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 84,594 shares of State Street Energy Select Sector SPDR ETF worth $4.64M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) sold 8,761 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $501K.
  • State Street Energy Select Sector SPDR ETF made up 1.96% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #16 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Ironwood Wealth Management (West Virginia)'s State Street Energy Select Sector SPDR ETF position peaked at $5.35M in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.