Redwood Financial Network’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Redwood Financial Network’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$481K	Buy	9,454 +340	+4%	+$17.4K	0.27%	106
2026 Q1	$455K	Sell	9,114 -940	-9%	-$47.2K	0.3%	95
2025 Q4	$456K	Sell	10,054 -298	-3%	-$13.2K	0.29%	98
2025 Q3	$464K	Buy	10,352 +18	+0.2%	+$814	0.29%	104
2025 Q2	$454K	Buy	10,334 +256	+3%	+$10.9K	0.31%	101
2025 Q1	$433K	Sell	10,078 -214	-2%	-$9.35K	0.33%	95
2024 Q4	$433K	Sell	10,292 -564	-5%	-$26.1K	0.32%	93
2024 Q3	$523K	Buy	10,856 +10	+0.1%	+$456	0.41%	79
2024 Q2	$479K	Buy	10,846 +188	+2%	+$8.5K	0.4%	80
2024 Q1	$495K	Sell	10,658 -360	-3%	-$15.5K	0.43%	74
2023 Q4	$471K	Buy	11,018 +870	+9%	+$34.8K	0.46%	76
2023 Q3	$399K	Sell	10,148 -44	-0.4%	-$1.81K	0.42%	82
2023 Q2	$422K	Sell	10,192 -1,336	-12%	-$53.1K	0.4%	88
2023 Q1	$465K	Sell	11,528 -2,560	-18%	-$104K	0.47%	72
2022 Q4	$547K	Sell	14,088 -3,964	-22%	-$152K	0.62%	55
2022 Q3	$614K	Buy	18,052 +882	+5%	+$33.2K	0.7%	49
2022 Q2	$632K	Sell	17,170 -664	-4%	-$27.8K	0.69%	51
2022 Q1	$786K	Buy	+17,834	New	+$761K	0.73%	46

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redwood Financial Network's XLB Position: Q2 2026 in Review

Redwood Financial Network increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 9,454 shares worth $481K. The position accounts for 0.27% of the portfolio, ranked #106.

Redwood Financial Network first reported a position in XLB in Q1 2022 and has held it in 18 quarters since. The position peaked at $786K in Q1 2022. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Redwood Financial Network held 9,454 shares of State Street Materials Select Sector SPDR ETF worth $481K as of Q2 2026.
Redwood Financial Network bought 340 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
State Street Materials Select Sector SPDR ETF made up 0.27% of Redwood Financial Network's portfolio in Q2 2026, its #106 holding.
Redwood Financial Network first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's State Street Materials Select Sector SPDR ETF position peaked at $786K in Q1 2022.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.