Root Financial Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.5K	Buy	+647	New	+$28.6K	﹤0.01%	1401
2026 Q2	–	Sell	-1,469	Closed	-$60K	–	3225
2026 Q1	$60K	Buy	1,469 +1,459	+14,590%	+$61.1K	﹤0.01%	793
2025 Q4	$408	Sell	10 -121	-92%	-$4.98K	﹤0.01%	2234
2025 Q3	$5.54K	Buy	+131	New	+$5.48K	﹤0.01%	1685

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026: 647 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLRE as recently as Q1 2026.

Root Financial Partners first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $60K in Q1 2026. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Root Financial Partners held 647 shares of State Street Real Estate Select Sector SPDR ETF worth $26.5K as of Q3 2026.
State Street Real Estate Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1401 holding.
Root Financial Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $60K in Q1 2026.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

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