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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	10,892 -477	-4%	-$82.9K	1.12%	23
2026 Q1	$1.84M	Sell	11,369 -431	-4%	-$72.3K	1.21%	19
2025 Q4	$1.83M	Sell	11,800 -338	-3%	-$52K	1.17%	20
2025 Q3	$1.87M	Buy	12,138 +99	+0.8%	+$15K	1.19%	21
2025 Q2	$1.78M	Buy	12,039 +259	+2%	+$35.3K	1.2%	20
2025 Q1	$1.54M	Sell	11,780 -165	-1%	-$22.3K	1.18%	21
2024 Q4	$1.57M	Buy	11,945 +682	+6%	+$94K	1.17%	22
2024 Q3	$1.53M	Buy	11,263 +1,188	+12%	+$151K	1.19%	24
2024 Q2	$1.23M	Buy	10,075 +73	+0.7%	+$9K	1.03%	27
2024 Q1	$1.26M	Sell	10,002 -32	-0.3%	-$3.77K	1.1%	25
2023 Q4	$1.14M	Buy	10,034 +1,301	+15%	+$137K	1.11%	25
2023 Q3	$885K	Buy	8,733 +735	+9%	+$78.7K	0.94%	33
2023 Q2	$858K	Sell	7,998 -926	-10%	-$93.2K	0.8%	35
2023 Q1	$903K	Buy	8,924 +1,354	+18%	+$136K	0.92%	28
2022 Q4	$743K	Buy	7,570 +1,154	+18%	+$110K	0.84%	34
2022 Q3	$531K	Sell	6,416 -666	-9%	-$61.3K	0.61%	59
2022 Q2	$619K	Sell	7,082 -2,276	-24%	-$215K	0.67%	54
2022 Q1	$964K	Buy	+9,358	New	+$951K	0.89%	37

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.2% in Q2 2026, selling an estimated $82.9K and leaving 10,892 shares worth $2.02M. The position accounts for 1.12% of the portfolio, ranked #23.

Redwood Financial Network first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Redwood Financial Network held 10,892 shares of State Street Industrial Select Sector SPDR ETF worth $2.02M as of Q2 2026.
Redwood Financial Network sold 477 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $82.9K.
State Street Industrial Select Sector SPDR ETF made up 1.12% of Redwood Financial Network's portfolio in Q2 2026, its #23 holding.
Redwood Financial Network first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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