Root Financial Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
HIIFS
Root Financial Partners's XLV Position: Q2 2026 in Review
Root Financial Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 64% in Q2 2026, buying an estimated $80.9K and bringing the position to 1,388 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #370.
Root Financial Partners first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $223K in Q1 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Root Financial Partners held 1,388 shares of State Street Health Care Select Sector SPDR ETF worth $220K as of Q2 2026.
- Root Financial Partners bought 544 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $80.9K.
- State Street Health Care Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #370 holding.
- Root Financial Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Root Financial Partners's State Street Health Care Select Sector SPDR ETF position peaked at $223K in Q1 2025.
- 1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.