Root Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$152K	Sell	1,394 -330	-19%	-$38.6K	0.01%	413
2025 Q4	$206K	Buy	1,724 +48	+3%	+$5.69K	0.01%	294
2025 Q3	$201K	Buy	+1,676	New	+$192K	0.01%	277

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's XLY Position: Q1 2026 in Review

Root Financial Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 19% in Q1 2026, selling an estimated $38.6K and leaving 1,394 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #413.

Root Financial Partners first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Root Financial Partners held 1,394 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $152K as of Q1 2026.
Root Financial Partners sold 330 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $38.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #413 holding.
Root Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $206K in Q4 2025.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.