RFP
XLC icon

Root Financial Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Root Financial Partners’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-506
Closed -$56.1K – 3221
2026
Q1 		$56.1K Buy
506
+164
+48% +$19K ﹤0.01% 829
2025
Q4 		$40.3K Buy
342
+163
+91% +$18.8K ﹤0.01% 808
2025
Q3 		$21.2K Buy
+179
New +$19.9K ﹤0.01% 1090

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Root Financial Partners's XLC Position: Q2 2026 in Review

Root Financial Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 506 shares — an estimated $56.1K sold.

Root Financial Partners first reported a position in XLC in Q3 2025 and held it in 3 quarters. The position peaked at $56.1K in Q1 2026. 469 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Root Financial Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 506 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $56.1K.
  • Root Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $56.1K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.