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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$84.5K Buy
+1,048
New +$88.5K ﹤0.01% 823
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

Root Financial Partners's XLP Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026: 1,048 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLP as recently as Q1 2026.

Root Financial Partners first reported a position in XLP in Q3 2025 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Root Financial Partners held 1,048 shares of State Street Consumer Staples Select Sector SPDR ETF worth $84.5K as of Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #823 holding.
  • Root Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.