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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Buy	6,214 +1,903	+44%	+$99.7K	0.03%	176
2025 Q1	$215K	Buy	+4,311	New	+$215K	0.02%	196