Redwood Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Redwood Wealth Management Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,321	Closed	-$755K	–	122
2026 Q1	$755K	Buy	12,321 +3,332	+37%	+$179K	0.33%	66
2025 Q4	$402K	Sell	8,989 -2,927	-25%	-$130K	0.17%	109
2025 Q3	$532K	Sell	11,916 -220	-2%	-$9.63K	0.23%	94
2025 Q2	$515K	Sell	12,136 -300	-2%	-$12.5K	0.23%	99
2025 Q1	$581K	Sell	12,436 -450	-3%	-$20.3K	0.3%	78
2024 Q4	$552K	Buy	12,886 +3,236	+34%	+$147K	0.27%	85
2024 Q3	$424K	Buy	9,650 +7,574	+365%	+$339K	0.21%	100
2024 Q2	$94.6K	Buy	+2,076	New	+$96.7K	0.07%	210
2024 Q1	–	Sell	-7,512	Closed	-$315K	–	145
2023 Q4	$315K	Buy	7,512 +750	+11%	+$32.1K	0.35%	87
2023 Q3	$306K	Sell	6,762 -182	-3%	-$7.96K	0.36%	88
2023 Q2	$282K	Hold	6,944	–	–	0.31%	91
2023 Q1	$288K	Sell	6,944 -52	-0.7%	-$2.22K	0.33%	90
2022 Q4	$306K	Buy	+6,996	New	+$305K	0.38%	76

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Redwood Wealth Management Group's XLE Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 12,321 shares — an estimated $755K sold.

Redwood Wealth Management Group first reported a position in XLE in Q4 2022 and held it in 13 quarters. The position peaked at $755K in Q1 2026. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Redwood Wealth Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 12,321 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $755K.
Redwood Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
Redwood Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $755K in Q1 2026.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.