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 Q2	$2.02M	Sell	45,823 -808	-2%	-$35.5K	1.12%	22
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 $171B AUM 24.68% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

Redwood Financial Network reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.7% in Q2 2026, selling an estimated $35.5K and leaving 45,823 shares worth $2.02M. The position accounts for 1.12% of the portfolio, ranked #22.

Redwood Financial Network first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.15M in Q3 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Redwood Financial Network held 45,823 shares of State Street Real Estate Select Sector SPDR ETF worth $2.02M as of Q2 2026.
Redwood Financial Network sold 808 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $35.5K.
State Street Real Estate Select Sector SPDR ETF made up 1.12% of Redwood Financial Network's portfolio in Q2 2026, its #22 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 15 quarters since.
Redwood Financial Network's State Street Real Estate Select Sector SPDR ETF position peaked at $2.15M in Q3 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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