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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Sell	6,190 -3,630	-37%	-$163K	0.19%	137
2025 Q4	$419K	Sell	9,820 -3,152	-24%	-$140K	0.27%	107
2025 Q3	$566K	Buy	12,972 +192	+2%	+$8.12K	0.36%	84
2025 Q2	$522K	Buy	12,780 +1,732	+16%	+$69K	0.35%	88
2025 Q1	$436K	Buy	11,048 +2,320	+27%	+$90.6K	0.33%	93
2024 Q4	$330K	Buy	8,728 +952	+12%	+$37.8K	0.25%	112
2024 Q3	$314K	Buy	7,776 +606	+8%	+$22.5K	0.25%	107
2024 Q2	$244K	Buy	7,170 +78	+1%	+$2.68K	0.21%	123
2024 Q1	$233K	Buy	7,092 +478	+7%	+$14.9K	0.2%	130
2023 Q4	$209K	Buy	+6,614	New	+$202K	0.2%	130
2023 Q3	–	Sell	-7,188	Closed	-$235K	–	160
2023 Q2	$235K	Sell	7,188 -100	-1%	-$3.37K	0.22%	130
2023 Q1	$247K	Buy	7,288 +492	+7%	+$16.7K	0.25%	122
2022 Q4	$240K	Buy	6,796 +96	+1%	+$3.26K	0.27%	119
2022 Q3	$219K	Buy	6,700 +606	+10%	+$22.2K	0.25%	117
2022 Q2	$214K	Buy	6,094 +334	+6%	+$12.1K	0.23%	124
2022 Q1	$214K	Buy	+5,760	New	+$200K	0.2%	143

Other funds holding XLU

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q1 2026, selling an estimated $163K and leaving 6,190 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #137.

Redwood Financial Network first reported a position in XLU in Q1 2022 and has held it in 16 quarters since. The position peaked at $566K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Redwood Financial Network held 6,190 shares of State Street Utilities Select Sector SPDR ETF worth $284K as of Q1 2026.
Redwood Financial Network sold 3,630 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $163K.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Redwood Financial Network's portfolio in Q1 2026, its #137 holding.
Redwood Financial Network first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
Redwood Financial Network's State Street Utilities Select Sector SPDR ETF position peaked at $566K in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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