Root Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Root Financial Partners's XLE Position: Q2 2026 in Review
Root Financial Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 2,281 shares — an estimated $140K sold.
Root Financial Partners first reported a position in XLE in Q3 2025 and held it in 3 quarters. The position peaked at $140K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Root Financial Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Root Financial Partners sold 2,281 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
- Root Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
- Root Financial Partners's State Street Energy Select Sector SPDR ETF position peaked at $140K in Q1 2026.
- 2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.