Redwood Financial Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$801K Sell
15,076
-2,420
-14% -$138K 0.44% 67
2026
Q1
$1.07M Sell
17,496
-415
-2% -$22.3K 0.7% 38
2025
Q4
$801K Buy
17,911
+2,141
+14% +$95.3K 0.51% 53
2025
Q3
$704K Buy
15,770
+1,726
+12% +$75.6K 0.45% 60
2025
Q2
$596K Buy
14,044
+114
+0.8% +$4.75K 0.4% 69
2025
Q1
$651K Sell
13,930
-1,856
-12% -$83.7K 0.5% 56
2024
Q4
$676K Sell
15,786
-2,488
-14% -$113K 0.5% 54
2024
Q3
$802K Sell
18,274
-340
-2% -$15.2K 0.63% 45
2024
Q2
$848K Sell
18,614
-72
-0.4% -$3.35K 0.71% 42
2024
Q1
$882K Buy
18,686
+2,166
+13% +$93K 0.77% 39
2023
Q4
$692K Buy
16,520
+1,908
+13% +$81.6K 0.67% 46
2023
Q3
$660K Sell
14,612
-3,156
-18% -$138K 0.7% 43
2023
Q2
$721K Sell
17,768
-2,148
-11% -$87.5K 0.68% 49
2023
Q1
$825K Buy
19,916
+1,778
+10% +$76K 0.84% 34
2022
Q4
$793K Buy
18,138
+2,318
+15% +$101K 0.9% 31
2022
Q3
$570K Buy
15,820
+508
+3% +$19.2K 0.65% 54
2022
Q2
$547K Buy
15,312
+2,950
+24% +$118K 0.6% 60
2022
Q1
$473K Buy
+12,362
New +$428K 0.44% 74

Other funds holding XLE

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

Redwood Financial Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q2 2026, selling an estimated $138K and leaving 15,076 shares worth $801K. The position accounts for 0.44% of the portfolio, ranked #67.

Redwood Financial Network first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Redwood Financial Network held 15,076 shares of State Street Energy Select Sector SPDR ETF worth $801K as of Q2 2026.
  • Redwood Financial Network sold 2,420 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $138K.
  • State Street Energy Select Sector SPDR ETF made up 0.44% of Redwood Financial Network's portfolio in Q2 2026, its #67 holding.
  • Redwood Financial Network first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's State Street Energy Select Sector SPDR ETF position peaked at $1.07M in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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