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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Sell	2,195 -2,166	-50%	-$113K	0.01%	533
2025 Q4	$239K	Sell	4,361 -1,788	-29%	-$95.3K	0.01%	265
2025 Q3	$331K	Sell	6,149 -65	-1%	-$3.44K	0.02%	201
2025 Q2	$325K	Buy	6,214 +1,903	+44%	+$94.2K	0.03%	176
2025 Q1	$215K	Buy	+4,311	New	+$216K	0.02%	196

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Root Financial Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 50% in Q1 2026, selling an estimated $113K and leaving 2,195 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #533.

Root Financial Partners first reported a position in XLF in Q1 2025 and has held it in 5 quarters since. The position peaked at $331K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Root Financial Partners held 2,195 shares of State Street Financial Select Sector SPDR ETF worth $108K as of Q1 2026.
Root Financial Partners sold 2,166 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $113K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #533 holding.
Root Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Root Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $331K in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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