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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q1 2026, selling an estimated $22.3K and leaving 17,496 shares worth $1.07M. The position accounts for 0.7% of the portfolio, ranked #38.

Redwood Financial Network first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Redwood Financial Network held 17,496 shares of State Street Energy Select Sector SPDR ETF worth $1.07M as of Q1 2026.
Redwood Financial Network sold 415 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $22.3K.
State Street Energy Select Sector SPDR ETF made up 0.7% of Redwood Financial Network's portfolio in Q1 2026, its #38 holding.
Redwood Financial Network first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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