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

Ironwood Wealth Management (West Virginia)’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 		$4.75M Buy
85,451
+1,361
+2% +$70.7K 2.01% 15
2026
Q1 		$4.32M Buy
84,090
+408
+0.5% +$21.3K 1.93% 16
2025
Q4 		$4.66M Sell
83,682
-1,563
-2% -$83.3K 2.09% 15
2025
Q3 		$4.45M Buy
85,245
+1,363
+2% +$72.2K 2.04% 15
2025
Q2 		$4.38M Sell
83,882
-207
-0.2% -$10.2K 2.07% 15
2025
Q1 		$3.86M Sell
84,089
-9,881
-11% -$496K 2.01% 15
2024
Q4 		$4.45M Sell
93,970
-1,244
-1% -$60.2K 2.19% 15
2024
Q3 		$4.35M Sell
95,214
-850
-0.9% -$37.1K 2.13% 16
2024
Q2 		$4.06M Buy
96,064
+601
+0.6% +$24.7K 2.05% 15
2024
Q1 		$3.88M Buy
95,463
+222
+0.2% +$8.76K 2.03% 15
2023
Q4 		$3.59M Buy
95,241
+2,728
+3% +$94.4K 1.96% 15
2023
Q3 		$3.03M Buy
92,513
+2,672
+3% +$92.1K 1.81% 15
2023
Q2 		$3.01M Buy
89,841
+926
+1% +$30.2K 1.75% 15
2023
Q1 		$2.84M Buy
88,915
+1,199
+1% +$41.7K 1.7% 15
2022
Q4 		$3.14M Buy
87,716
+563
+0.6% +$19K 1.84% 15
2022
Q3 		$2.69M Buy
87,153
+767
+0.9% +$25.4K 1.93% 14
2022
Q2 		$2.77M Buy
86,386
+1,757
+2% +$60.7K 1.9% 14
2022
Q1 		$3.24M Buy
+84,629
New +$3.31M 2.34% 13

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, buying an estimated $70.7K and bringing the position to 85,451 shares worth $4.75M. The position accounts for 2.01% of the portfolio, ranked #15.

Ironwood Wealth Management (West Virginia) first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. 1,884 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 85,451 shares of State Street Financial Select Sector SPDR ETF worth $4.75M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 1,361 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $70.7K.
  • State Street Financial Select Sector SPDR ETF made up 2.01% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #15 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,884 funds tracked by Wall St. Rank held State Street Financial 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.