Root Financial Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
APTFM
Root Financial Partners's XLK Position: Q2 2026 in Review
Root Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q2 2026, buying an estimated $255K and bringing the position to 6,392 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #108.
Root Financial Partners first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Root Financial Partners held 6,392 shares of State Street Technology Select Sector SPDR ETF worth $1.22M as of Q2 2026.
- Root Financial Partners bought 1,490 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
- State Street Technology Select Sector SPDR ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #108 holding.
- Root Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
- 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.