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 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

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

Root Financial Partners's XLE Position: Q1 2026 in Review

Root Financial Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q1 2026, buying an estimated $3.33K and bringing the position to 2,281 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #437.

Root Financial Partners first reported a position in XLE in Q3 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Root Financial Partners held 2,281 shares of State Street Energy Select Sector SPDR ETF worth $140K as of Q1 2026.
Root Financial Partners bought 62 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.33K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #437 holding.
Root Financial Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.