Root Financial Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Root Financial Partners's XLV Position: Q3 2026 in Review
Root Financial Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.7% in Q3 2026, selling an estimated $8.5K and leaving 1,337 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #401.
Root Financial Partners first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.
- Root Financial Partners held 1,337 shares of State Street Health Care Select Sector SPDR ETF worth $225K as of Q3 2026.
- Root Financial Partners sold 51 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $8.5K.
- State Street Health Care Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #401 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 7 quarters since.
- 1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.