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 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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Root Financial Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 1,469 shares — an estimated $60K sold.

Root Financial Partners first reported a position in XLRE in Q3 2025 and held it in 3 quarters. The position peaked at $60K in Q1 2026. 321 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Root Financial Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,469 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $60K.
Root Financial Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $60K in Q1 2026.
321 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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