Root Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Root Financial Partners's XLU Position: Q3 2026 in Review
Root Financial Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 18,780 shares worth $741K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLU as recently as Q1 2026.
Root Financial Partners first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Root Financial Partners held 18,780 shares of State Street Utilities Select Sector SPDR ETF worth $741K as of Q3 2026.
- State Street Utilities Select Sector SPDR ETF was a new Root Financial Partners position in Q3 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #170 holding.
- Root Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- 652 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.