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

Root Financial Partners’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Buy
1,090
+772
+243% +$134K 0.01% 398
2026
Q1 		$51.4K Buy
318
+5
+2% +$839 ﹤0.01% 864
2025
Q4 		$48.6K Sell
313
-68
-18% -$10.5K ﹤0.01% 726
2025
Q3 		$58.8K Buy
+381
New +$57.7K ﹤0.01% 616

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Root Financial Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 243% in Q2 2026, buying an estimated $134K and bringing the position to 1,090 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #398.

Root Financial Partners first reported a position in XLI in Q3 2025 and has held it in 4 quarters since. 729 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Root Financial Partners held 1,090 shares of State Street Industrial Select Sector SPDR ETF worth $202K as of Q2 2026.
  • Root Financial Partners bought 772 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #398 holding.
  • Root Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 729 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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