Redwood Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Redwood Investment Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Buy	+8,931	New	+$465K	0.05%	238

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Redwood Investment Management's XLF Position: Q1 2026 in Review

Redwood Investment Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 8,931 shares worth $441K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings.

1,844 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Redwood Investment Management held 8,931 shares of State Street Financial Select Sector SPDR ETF worth $441K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Redwood Investment Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.05% of Redwood Investment Management's portfolio in Q1 2026, its #238 holding.
1,844 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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