Ironwood Wealth Management (West Virginia)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-97,860	Closed	-$7.47M	–	23
2024 Q4	$7.47M	Buy	97,860 +2,423	+3%	+$197K	3.69%	13
2024 Q3	$7.78M	Sell	95,437 -268	-0.3%	-$21.5K	3.81%	12
2024 Q2	$7.38M	Buy	95,705 +1,687	+2%	+$129K	3.73%	13
2024 Q1	$6.97M	Buy	94,018 +1,971	+2%	+$146K	3.65%	13
2023 Q4	$6.68M	Buy	92,047 +6,418	+7%	+$445K	3.65%	13
2023 Q3	$5.74M	Buy	85,629 +7,742	+10%	+$567K	3.43%	13
2023 Q2	$5.8M	Buy	77,887 +1,364	+2%	+$102K	3.38%	13
2023 Q1	$5.77M	Buy	76,523 +1,204	+2%	+$88.1K	3.44%	13
2022 Q4	$5.6M	Buy	75,319 +1,329	+2%	+$96.8K	3.28%	13
2022 Q3	$4.92M	Buy	+73,990	New	+$5.42M	3.54%	12

Other funds holding XLP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia)'s XLP Position: Q1 2025 in Review

Ironwood Wealth Management (West Virginia) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 97,860 shares — an estimated $7.47M sold.

Ironwood Wealth Management (West Virginia) first reported a position in XLP in Q3 2022 and held it in 10 quarters. The position peaked at $7.78M in Q3 2024. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Ironwood Wealth Management (West Virginia) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 97,860 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $7.47M.
Ironwood Wealth Management (West Virginia) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 10 quarters.
Ironwood Wealth Management (West Virginia)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.78M in Q3 2024.
1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q1 2025, filed 14 Apr 2025.