Root Financial Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Root Financial Partners's XLK Position: Q3 2026 in Review
Root Financial Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q3 2026, buying an estimated $212K and bringing the position to 7,538 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #98.
Root Financial Partners first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 1,240 funds tracked by Wall St. Rank hold XLK as of Q3 2026.
- Root Financial Partners held 7,538 shares of State Street Technology Select Sector SPDR ETF worth $1.48M as of Q3 2026.
- Root Financial Partners bought 1,146 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $212K.
- State Street Technology Select Sector SPDR ETF made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #98 holding.
- Root Financial Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- 1,240 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.