Redwood Financial Network’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.87M	Buy	17,137 +658	+4%	+$76.9K	1.22%	17
2025 Q4	$1.97M	Sell	16,479 -333	-2%	-$39.5K	1.25%	18
2025 Q3	$2.01M	Sell	16,812 -900	-5%	-$103K	1.28%	17
2025 Q2	$1.92M	Sell	17,712 -326	-2%	-$33.3K	1.3%	16
2025 Q1	$1.78M	Sell	18,038 -60	-0.3%	-$6.51K	1.36%	17
2024 Q4	$2.03M	Sell	18,098 -216	-1%	-$23.1K	1.51%	14
2024 Q3	$1.83M	Sell	18,314 -1,462	-7%	-$137K	1.44%	16
2024 Q2	$1.8M	Sell	19,776 -240	-1%	-$21.3K	1.52%	15
2024 Q1	$1.84M	Buy	20,016 +2,068	+12%	+$184K	1.6%	11
2023 Q4	$1.6M	Buy	17,948 +850	+5%	+$70.4K	1.56%	11
2023 Q3	$1.38M	Sell	17,098 -3,142	-16%	-$266K	1.46%	12
2023 Q2	$1.72M	Buy	20,240 +730	+4%	+$55.9K	1.61%	11
2023 Q1	$1.46M	Buy	19,510 +1,992	+11%	+$143K	1.48%	13
2022 Q4	$1.13M	Buy	17,518 +1,018	+6%	+$71K	1.28%	20
2022 Q3	$1.18M	Sell	16,500 -24	-0.1%	-$1.88K	1.34%	19
2022 Q2	$1.14M	Buy	16,524 +132	+0.8%	+$10.4K	1.24%	21
2022 Q1	$1.52M	Buy	+16,392	New	+$1.5M	1.41%	12

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Redwood Financial Network increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4% in Q1 2026, buying an estimated $76.9K and bringing the position to 17,137 shares worth $1.87M. The position accounts for 1.22% of the portfolio, ranked #17.

Redwood Financial Network first reported a position in XLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Redwood Financial Network held 17,137 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.87M as of Q1 2026.
Redwood Financial Network bought 658 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $76.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.22% of Redwood Financial Network's portfolio in Q1 2026, its #17 holding.
Redwood Financial Network first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.03M in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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