XLE — SELECT SECTOR SPDR TR

Ownership history in IRONWOOD WEALTH MANAGEMENT, INC.  ·  16 quarters on record

This page tracks every 13F SEC filing in which IRONWOOD WEALTH MANAGEMENT, INC. reported a position in SELECT SECTOR SPDR TR (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.88% (2022 Q3)
Avg. % of fund
2.27%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,457 +46,960 +96.8% 2.00% $4.5M $44.71
2025 Q3 ADDED 48,497 +1,034 +2.2% 1.89% $4.1M $44.29
2025 Q2 ADDED 47,463 +102 +0.2% 1.98% $4.2M $41.69
2025 Q1 REDUCED 47,361 -1,149 -2.4% 1.90% $3.6M $45.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLE price (monthly, adj. close)

Other funds also holding XLE

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 10.35% Main Management Fund Advisors LLC 3Y 9.87% III Capital Management 3Y 9.48% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 6.23% Algorithmic Investment Models, LLC 3Y 6.02% III Capital Management 3Y 6.02% Granger Management LLC 3Y 5.87% CTC Alternative Strategies, Ltd. 3Y 7Y 5.33% WealthCare Asset Management, LLC 4.59% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 4.52%
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