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Redwood Financial Network’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Redwood Financial Network’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
11,634
+1,186
+11% +$183K 1.12% 23
2025
Q4 		$1.62M Buy
10,448
+402
+4% +$60.2K 1.03% 25
2025
Q3 		$1.4M Sell
10,046
-1,475
-13% -$200K 0.89% 31
2025
Q2 		$1.55M Sell
11,521
-100
-0.9% -$13.5K 1.05% 25
2025
Q1 		$1.7M Buy
11,621
+167
+1% +$24.3K 1.29% 19
2024
Q4 		$1.58M Buy
11,454
+889
+8% +$130K 1.17% 21
2024
Q3 		$1.63M Buy
10,565
+1,428
+16% +$216K 1.27% 22
2024
Q2 		$1.33M Buy
9,137
+612
+7% +$87.8K 1.12% 22
2024
Q1 		$1.26M Sell
8,525
-735
-8% -$105K 1.1% 26
2023
Q4 		$1.26M Sell
9,260
-524
-5% -$68.2K 1.23% 20
2023
Q3 		$1.26M Sell
9,784
-1,227
-11% -$163K 1.33% 16
2023
Q2 		$1.46M Sell
11,011
-665
-6% -$87.7K 1.37% 13
2023
Q1 		$1.51M Buy
11,676
+1,011
+9% +$132K 1.54% 11
2022
Q4 		$1.45M Buy
10,665
+501
+5% +$66.4K 1.65% 9
2022
Q3 		$1.23M Buy
10,164
+114
+1% +$14.7K 1.4% 18
2022
Q2 		$1.29M Sell
10,050
-30
-0.3% -$3.93K 1.41% 15
2022
Q1 		$1.38M Buy
+10,080
New +$1.33M 1.28% 16

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Redwood Financial Network increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q1 2026, buying an estimated $183K and bringing the position to 11,634 shares worth $1.71M. The position accounts for 1.12% of the portfolio, ranked #23.

Redwood Financial Network first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Redwood Financial Network held 11,634 shares of State Street Health Care Select Sector SPDR ETF worth $1.71M as of Q1 2026.
  • Redwood Financial Network bought 1,186 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $183K.
  • State Street Health Care Select Sector SPDR ETF made up 1.12% of Redwood Financial Network's portfolio in Q1 2026, its #23 holding.
  • Redwood Financial Network first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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