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 Q2	$259K	Sell	5,717 -473	-8%	-$21.4K	0.14%	152
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Redwood Financial Network reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.6% in Q2 2026, selling an estimated $21.4K and leaving 5,717 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #152.

Redwood Financial Network first reported a position in XLU in Q1 2022 and has held it in 17 quarters since. The position peaked at $566K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Redwood Financial Network held 5,717 shares of State Street Utilities Select Sector SPDR ETF worth $259K as of Q2 2026.
Redwood Financial Network sold 473 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
State Street Utilities Select Sector SPDR ETF made up 0.14% of Redwood Financial Network's portfolio in Q2 2026, its #152 holding.
Redwood Financial Network first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's State Street Utilities Select Sector SPDR ETF position peaked at $566K in Q3 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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