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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$120K Buy
+1,077
New +$120K ﹤0.01% 653
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

Root Financial Partners's XLC Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026: 1,077 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLC as recently as Q1 2026.

Root Financial Partners first reported a position in XLC in Q3 2025 and has held it in 4 quarters since. 1,017 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Root Financial Partners held 1,077 shares of State Street Communication Services Select Sector SPDR ETF worth $120K as of Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #653 holding.
  • Root Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,017 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.