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

Root Financial Partners’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$787K	Buy
2025 Q2	$609K	Buy
2025 Q1	$352K	Sell
2024 Q4	$564K	Buy
2024 Q3	$250K	Buy
2024 Q2	–	Sell
2024 Q1	$300K	Buy