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

Ironwood Wealth Management (West Virginia)’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.6M	Sell	30,918 -2,044	-6%	-$355K	2.37%	14
2026 Q1	$5.68M	Sell	32,962 -292	-0.9%	-$49K	2.54%	14
2025 Q4	$5.38M	Sell	33,254 -802	-2%	-$123K	2.42%	14
2025 Q3	$5.1M	Sell	34,056 -369	-1%	-$55.9K	2.34%	14
2025 Q2	$5.12M	Sell	34,425 -242	-0.7%	-$33K	2.42%	14
2025 Q1	$4.28M	Buy	34,667 +143	+0.4%	+$19.3K	2.23%	14
2024 Q4	$4.53M	Buy	34,524 +172	+0.5%	+$23.7K	2.24%	14
2024 Q3	$4.66M	Buy	+34,352	New	+$4.37M	2.28%	14

Other funds holding XLI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.2% in Q2 2026, selling an estimated $355K and leaving 30,918 shares worth $5.6M. The position accounts for 2.37% of the portfolio, ranked #14.

Ironwood Wealth Management (West Virginia) first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.68M in Q1 2026. 1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ironwood Wealth Management (West Virginia) held 30,918 shares of State Street Industrial Select Sector SPDR ETF worth $5.6M as of Q2 2026.
Ironwood Wealth Management (West Virginia) sold 2,044 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $355K.
State Street Industrial Select Sector SPDR ETF made up 2.37% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #14 holding.
Ironwood Wealth Management (West Virginia) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Ironwood Wealth Management (West Virginia)'s State Street Industrial Select Sector SPDR ETF position peaked at $5.68M in Q1 2026.
1,647 funds tracked by Wall St. Rank held State Street Industrial 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.