Root Financial Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Root Financial Partners’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 Q3	$237K	Buy	+3,847	New	+$233K	0.01%	385
2026 Q2	–	Sell	-2,281	Closed	-$140K	–	3220
2026 Q1	$140K	Buy	2,281 +62	+3%	+$3.33K	0.01%	437
2025 Q4	$99.2K	Sell	2,219 -361	-14%	-$16.1K	0.01%	469
2025 Q3	$115K	Buy	+2,580	New	+$113K	0.01%	402

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 3,847 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLE as recently as Q1 2026.

Root Financial Partners first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Root Financial Partners held 3,847 shares of State Street Energy Select Sector SPDR ETF worth $237K as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #385 holding.
Root Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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