Root Financial Partners’s State Street Technology Select Sector SPDR ETF 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
2026 Q1	$652K	Sell	4,902 -545	-10%	-$76.8K	0.03%	135
2025 Q4	$784K	Sell	5,447 -137	-2%	-$19.8K	0.04%	116
2025 Q3	$787K	Buy	5,584 +776	+16%	+$103K	0.05%	98
2025 Q2	$609K	Buy	4,808 +1,396	+41%	+$155K	0.06%	104
2025 Q1	$352K	Sell	3,412 -1,440	-30%	-$163K	0.04%	140
2024 Q4	$564K	Buy	4,852 +2,636	+119%	+$307K	0.07%	105
2024 Q3	$250K	Buy	+2,216	New	+$243K	0.04%	134
2024 Q2	–	Sell	-2,878	Closed	-$300K	–	119
2024 Q1	$300K	Buy	+2,878	New	+$291K	0.09%	78

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's XLK Position: Q1 2026 in Review

Root Financial Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q1 2026, selling an estimated $76.8K and leaving 4,902 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #135.

Root Financial Partners first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $787K in Q3 2025. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Root Financial Partners held 4,902 shares of State Street Technology Select Sector SPDR ETF worth $652K as of Q1 2026.
Root Financial Partners sold 545 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $76.8K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #135 holding.
Root Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Root Financial Partners's State Street Technology Select Sector SPDR ETF position peaked at $787K in Q3 2025.
2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.