Redwood Financial Network’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy	19,621 +383	+2%	+$44.3K	1.43%	11
2025 Q4	$2.26M	Sell	19,238 -465	-2%	-$53.5K	1.44%	12
2025 Q3	$2.33M	Sell	19,703 -111	-0.6%	-$12.3K	1.48%	10
2025 Q2	$2.15M	Sell	19,814 -31	-0.2%	-$3.05K	1.45%	13
2025 Q1	$1.91M	Buy	19,845 +626	+3%	+$62.5K	1.46%	15
2024 Q4	$1.86M	Buy	19,219 +231	+1%	+$22K	1.39%	15
2024 Q3	$1.72M	Buy	18,988 +257	+1%	+$22.2K	1.34%	20
2024 Q2	$1.6M	Buy	18,731 +874	+5%	+$72K	1.35%	20
2024 Q1	$1.46M	Buy	17,857 +1,952	+12%	+$152K	1.27%	20
2023 Q4	$1.16M	Buy	15,905 +1,078	+7%	+$74.2K	1.12%	24
2023 Q3	$972K	Buy	14,827 +2,117	+17%	+$141K	1.03%	29
2023 Q2	$827K	Buy	12,710 +2,042	+19%	+$124K	0.78%	40
2023 Q1	$618K	Sell	10,668 -2,719	-20%	-$148K	0.63%	53
2022 Q4	$642K	Sell	13,387 -2,127	-14%	-$104K	0.73%	45
2022 Q3	$743K	Sell	15,514 -361	-2%	-$19.9K	0.85%	37
2022 Q2	$862K	Sell	15,875 -1,286	-7%	-$77.4K	0.94%	33
2022 Q1	$1.18M	Buy	+17,161	New	+$1.21M	1.09%	28

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Redwood Financial Network's XLC Position: Q1 2026 in Review

Redwood Financial Network increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2% in Q1 2026, buying an estimated $44.3K and bringing the position to 19,621 shares worth $2.18M. The position accounts for 1.43% of the portfolio, ranked #11.

Redwood Financial Network first reported a position in XLC in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.33M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Redwood Financial Network held 19,621 shares of State Street Communication Services Select Sector SPDR ETF worth $2.18M as of Q1 2026.
Redwood Financial Network bought 383 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $44.3K.
State Street Communication Services Select Sector SPDR ETF made up 1.43% of Redwood Financial Network's portfolio in Q1 2026, its #11 holding.
Redwood Financial Network first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's State Street Communication Services Select Sector SPDR ETF position peaked at $2.33M in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.