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Root Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Root Financial Partners’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-136
Closed -$11.1K – 3224
2026
Q1 		$11.1K Sell
136
-44
-24% -$3.71K ﹤0.01% 1633
2025
Q4 		$13.9K Buy
180
+27
+18% +$2.11K ﹤0.01% 1353
2025
Q3 		$12K Buy
+153
New +$12.4K ﹤0.01% 1376

Other funds holding XLP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Root Financial Partners's XLP Position: Q2 2026 in Review

Root Financial Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 136 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in XLP in Q3 2025 and held it in 3 quarters. The position peaked at $13.9K in Q4 2025. 502 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Root Financial Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 136 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $11.1K.
  • Root Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.9K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.