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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.08M	Sell	26,659 -243	-0.9%	-$41.5K	2.82%	4
2026 Q1	$3.58M	Sell	26,902 -1,171	-4%	-$165K	2.34%	7
2025 Q4	$4.04M	Sell	28,073 -1,319	-4%	-$190K	2.58%	5
2025 Q3	$4.14M	Sell	29,392 -1,164	-4%	-$154K	2.62%	5
2025 Q2	$3.87M	Buy	30,556 +44	+0.1%	+$4.88K	2.61%	5
2025 Q1	$3.15M	Sell	30,512 -766	-2%	-$86.8K	2.4%	6
2024 Q4	$3.64M	Buy	31,278 +200	+0.6%	+$23.3K	2.71%	3
2024 Q3	$3.51M	Buy	31,078 +458	+1%	+$50.3K	2.75%	3
2024 Q2	$3.46M	Buy	30,620 +580	+2%	+$61.1K	2.91%	3
2024 Q1	$3.13M	Buy	30,040 +1,134	+4%	+$115K	2.72%	5
2023 Q4	$2.78M	Buy	28,906 +838	+3%	+$74.6K	2.7%	7
2023 Q3	$2.3M	Sell	28,068 -6,288	-18%	-$539K	2.44%	7
2023 Q2	$2.99M	Buy	34,356 +190	+0.6%	+$15K	2.8%	5
2023 Q1	$2.58M	Buy	34,166 +1,916	+6%	+$132K	2.62%	5
2022 Q4	$2.01M	Buy	32,250 +1,854	+6%	+$118K	2.28%	7
2022 Q3	$1.8M	Buy	30,396 +778	+3%	+$53.1K	2.06%	7
2022 Q2	$1.88M	Buy	29,618 +652	+2%	+$45.4K	2.05%	7
2022 Q1	$2.3M	Buy	+28,966	New	+$2.27M	2.13%	6

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Redwood Financial Network reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.9% in Q2 2026, selling an estimated $41.5K and leaving 26,659 shares worth $5.08M. The position accounts for 2.82% of the portfolio, ranked #4.

Redwood Financial Network first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Redwood Financial Network held 26,659 shares of State Street Technology Select Sector SPDR ETF worth $5.08M as of Q2 2026.
Redwood Financial Network sold 243 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $41.5K.
State Street Technology Select Sector SPDR ETF made up 2.82% of Redwood Financial Network's portfolio in Q2 2026, its #4 holding.
Redwood Financial Network first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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