Ironwood Wealth Management, Inc. Energy Sector Spdr Transaction History

Ironwood Wealth Management, Inc.

$202 Million
Q1 2025

A detailed history of Ironwood Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 47,361 shares of XLE stock, worth $3.89 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

47,361

Previous 48,510 2.37%

Holding current value

$3.89 Million

Previous $4.16 Million 5.34%

% of portfolio

2.17%

Previous 2.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$85.7 - $93.96 $98,469 - $107,960	-1,149 Reduced 2.37%	47,361 $4.38 Million
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $67,155 - $78,399	806 Added 1.69%	48,510 $4.16 Million
Q3 2024 Oct 07, 2024	BUY	$84.35 - $93.39 $84 - $93	1 Added 0.0%	47,704 $4.19 Million
Q2 2024 Jul 15, 2024	BUY	$88.04 - $98.08 $32,838 - $36,583	373 Added 0.79%	47,703 $4.35 Million
Q1 2024 Apr 12, 2024	BUY	$79.91 - $94.41 $21,176 - $25,018	265 Added 0.56%	47,330 $4.47 Million
Q4 2023 Jan 22, 2024	SELL	$81.2 - $91.96 $6,577 - $7,448	-81 Reduced 0.17%	47,065 $3.95 Million
Q3 2023 Oct 18, 2023	BUY	$79.09 - $93.36 $1,898 - $2,240	24 Added 0.05%	47,146 $4.26 Million
Q2 2023 Jul 10, 2023	SELL	$76.59 - $87.23 $4,442 - $5,059	-58 Reduced 0.12%	47,122 $3.82 Million
Q1 2023 Apr 10, 2023	SELL	$76.97 - $93.11 $20,320 - $24,581	-264 Reduced 0.56%	47,180 $3.91 Million
Q4 2022 Jan 20, 2023	SELL	$76.09 - $94.08 $122,352 - $151,280	-1,608 Reduced 3.28%	47,444 $0
Q3 2022 Oct 18, 2022	SELL	$67.49 - $84.09 $13,632 - $16,986	-202 Reduced 0.41%	49,052 $4.01 Million
Q2 2022 Jul 21, 2022	SELL	$70.66 - $92.28 $61,615 - $80,468	-872 Reduced 1.74%	49,254 $3.5 Million
Q1 2022 Apr 21, 2022	BUY	$57.22 - $78.75 $2.87 Million - $3.95 Million	50,126 New	50,126 $3.83 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Inc. with notifications on news.

Account

Ironwood Wealth Management, Inc. Energy Sector Spdr Transaction History