Redwood Financial Network’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Sell	46,631 -2,639	-5%	-$111K	1.25%	16
2025 Q4	$1.99M	Sell	49,270 -1,801	-4%	-$74.1K	1.27%	16
2025 Q3	$2.15M	Buy	51,071 +618	+1%	+$25.9K	1.36%	16
2025 Q2	$2.09M	Buy	50,453 +2,310	+5%	+$94.9K	1.41%	14
2025 Q1	$2.01M	Buy	48,143 +3,446	+8%	+$144K	1.53%	12
2024 Q4	$1.82M	Buy	44,697 +1,752	+4%	+$75.8K	1.35%	18
2024 Q3	$1.92M	Buy	42,945 +283	+0.7%	+$11.9K	1.5%	14
2024 Q2	$1.64M	Sell	42,662 -431	-1%	-$16.2K	1.38%	19
2024 Q1	$1.7M	Buy	43,093 +2,685	+7%	+$104K	1.48%	15
2023 Q4	$1.62M	Buy	40,408 +7,607	+23%	+$273K	1.57%	10
2023 Q3	$1.12M	Buy	32,801 +6,776	+26%	+$251K	1.18%	23
2023 Q2	$981K	Buy	26,025 +9,590	+58%	+$354K	0.92%	27
2023 Q1	$614K	Buy	16,435 +9,412	+134%	+$361K	0.62%	54
2022 Q4	$259K	Buy	+7,023	New	+$259K	0.29%	107

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.4% in Q1 2026, selling an estimated $111K and leaving 46,631 shares worth $1.9M. The position accounts for 1.25% of the portfolio, ranked #16.

Redwood Financial Network first reported a position in XLRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Redwood Financial Network held 46,631 shares of State Street Real Estate Select Sector SPDR ETF worth $1.9M as of Q1 2026.
Redwood Financial Network sold 2,639 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $111K.
State Street Real Estate Select Sector SPDR ETF made up 1.25% of Redwood Financial Network's portfolio in Q1 2026, its #16 holding.
Redwood Financial Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Redwood Financial Network's State Street Real Estate Select Sector SPDR ETF position peaked at $2.15M in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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