Ironwood Wealth Management, Inc. Energy Sector Spdr Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q4 2024

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 48,510 shares of XLE stock, worth $4.25 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

48,510

Previous 47,704 1.69%

Holding current value

$4.25 Million

Previous $4.19 Million 0.79%

% of portfolio

2.04%

Previous 2.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,076

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Ironwood Wealth Management, Inc. Energy Sector Spdr Transaction History