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 Q2	$1.91M	Buy	12,037 +403	+3%	+$60K	1.06%	26
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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Redwood Financial Network increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q2 2026, buying an estimated $60K and bringing the position to 12,037 shares worth $1.91M. The position accounts for 1.06% of the portfolio, ranked #26.

Redwood Financial Network first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Redwood Financial Network held 12,037 shares of State Street Health Care Select Sector SPDR ETF worth $1.91M as of Q2 2026.
Redwood Financial Network bought 403 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $60K.
State Street Health Care Select Sector SPDR ETF made up 1.06% of Redwood Financial Network's portfolio in Q2 2026, its #26 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 18 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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