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Redwood Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Redwood Investment Management’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
Q1 		– Sell
-6,589
Closed -$281K – 354
2025
Q4 		$281K Buy
+6,589
New +$292K 0.03% 280

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Redwood Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 6,589 shares — an estimated $281K sold.

Redwood Investment Management first reported a position in XLU in Q4 2025 and held it in 1 quarter. The position peaked at $281K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Redwood Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Redwood Investment Management sold 6,589 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $281K.
  • Redwood Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Redwood Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $281K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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