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 Q2	–	Sell	-2,195	Closed	-$108K	–	3222
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's XLF Position: Q2 2026 in Review

Root Financial Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026, closing a stake of 2,195 shares — an estimated $108K sold.

Root Financial Partners first reported a position in XLF in Q1 2025 and held it in 5 quarters. The position peaked at $331K in Q3 2025. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Root Financial Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,195 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
Root Financial Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
Root Financial Partners's State Street Financial Select Sector SPDR ETF position peaked at $331K in Q3 2025.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.