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

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

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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