Root Financial Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Root Financial Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$331K	Sell
2025 Q2	$325K	Buy
2025 Q1	$215K	Buy