Root Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-636	Closed	-$29.2K	–	3226
2026 Q1	$29.2K	Sell	636 -204	-24%	-$9.15K	﹤0.01%	1132
2025 Q4	$35.8K	Buy	840 +158	+23%	+$7K	﹤0.01%	858
2025 Q3	$29.7K	Buy	+682	New	+$28.9K	﹤0.01%	902

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 636 shares — an estimated $29.2K sold.

Root Financial Partners first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $35.8K in Q4 2025. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Root Financial Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 636 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $29.2K.
Root Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $35.8K in Q4 2025.
660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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