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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Redwood Wealth Management Group's XLE Position: Q1 2026 in Review

Redwood Wealth Management Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q1 2026, buying an estimated $179K and bringing the position to 12,321 shares worth $755K. The position accounts for 0.33% of the portfolio, ranked #66.

Redwood Wealth Management Group first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Redwood Wealth Management Group held 12,321 shares of State Street Energy Select Sector SPDR ETF worth $755K as of Q1 2026.
Redwood Wealth Management Group bought 3,332 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $179K.
State Street Energy Select Sector SPDR ETF made up 0.33% of Redwood Wealth Management Group's portfolio in Q1 2026, its #66 holding.
Redwood Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.