A detailed history of Ironwood Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ironwood Financial, LLC holds 10,854 shares of XLE stock, worth $998,785. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,854
Previous 7,225 50.23%
Holding current value
$998,785
Previous $612,000 58.33%
% of portfolio
0.17%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$84.25 - $91.99 $305,743 - $333,831
3,629 Added 50.23%
10,854 $969,000
Q1 2025

Apr 15, 2025

BUY
$85.7 - $93.96 $174,999 - $191,866
2,042 Added 39.4%
7,225 $667,000
Q4 2024

Jan 16, 2025

BUY
$83.32 - $97.27 $171,055 - $199,695
2,053 Added 65.59%
5,183 $443,000
Q3 2024

Oct 16, 2024

BUY
$84.35 - $93.39 $264,015 - $292,310
3,130 New
3,130 $274,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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