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 Q3	$159K	Sell	951 -139	-13%	-$24.8K	0.01%	533
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Root Financial Partners's XLI Position: Q3 2026 in Review

Root Financial Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q3 2026, selling an estimated $24.8K and leaving 951 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #533.

Root Financial Partners first reported a position in XLI in Q3 2025 and has held it in 5 quarters since. The position peaked at $202K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Root Financial Partners held 951 shares of State Street Industrial Select Sector SPDR ETF worth $159K as of Q3 2026.
Root Financial Partners sold 139 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $24.8K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #533 holding.
Root Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $202K in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.