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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	41,207 -1,203	-3%	-$62.7K	1.33%	13
2025 Q4	$2.32M	Sell	42,410 -2,917	-6%	-$155K	1.48%	10
2025 Q3	$2.44M	Sell	45,327 -2,637	-5%	-$140K	1.55%	9
2025 Q2	$2.51M	Sell	47,964 -405	-0.8%	-$20K	1.7%	9
2025 Q1	$2.41M	Sell	48,369 -945	-2%	-$47.4K	1.83%	10
2024 Q4	$2.38M	Sell	49,314 -1,027	-2%	-$49.7K	1.78%	10
2024 Q3	$2.28M	Buy	50,341 +313	+0.6%	+$13.7K	1.79%	11
2024 Q2	$2.06M	Buy	50,028 +3,349	+7%	+$138K	1.73%	11
2024 Q1	$1.97M	Buy	46,679 +4,266	+10%	+$168K	1.71%	10
2023 Q4	$1.59M	Buy	42,413 +3,878	+10%	+$134K	1.55%	12
2023 Q3	$1.28M	Buy	38,535 +1,306	+4%	+$45K	1.35%	15
2023 Q2	$1.25M	Buy	37,229 +3,962	+12%	+$129K	1.18%	21
2023 Q1	$1.07M	Sell	33,267 -163	-0.5%	-$5.66K	1.09%	22
2022 Q4	$1.14M	Buy	33,430 +2,046	+7%	+$69.2K	1.3%	18
2022 Q3	$953K	Buy	31,384 +428	+1%	+$14.1K	1.09%	26
2022 Q2	$974K	Sell	30,956 -1,988	-6%	-$68.7K	1.06%	26
2022 Q1	$1.26M	Buy	+32,944	New	+$1.29M	1.17%	23

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.8% in Q1 2026, selling an estimated $62.7K and leaving 41,207 shares worth $2.03M. The position accounts for 1.33% of the portfolio, ranked #13.

Redwood Financial Network first reported a position in XLF in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.51M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Redwood Financial Network held 41,207 shares of State Street Financial Select Sector SPDR ETF worth $2.03M as of Q1 2026.
Redwood Financial Network sold 1,203 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $62.7K.
State Street Financial Select Sector SPDR ETF made up 1.33% of Redwood Financial Network's portfolio in Q1 2026, its #13 holding.
Redwood Financial Network first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's State Street Financial Select Sector SPDR ETF position peaked at $2.51M in Q2 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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