Root Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Root Financial Partners's XLF Position: Q3 2026 in Review
Root Financial Partners opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 2,277 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLF as recently as Q1 2026.
Root Financial Partners first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q3 2025. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.
- Root Financial Partners held 2,277 shares of State Street Financial Select Sector SPDR ETF worth $122K as of Q3 2026.
- State Street Financial Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
- State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #647 holding.
- Root Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- Root Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $331K in Q3 2025.
- 852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.