Root Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Root Financial Partners's XLY Position: Q3 2026 in Review
Root Financial Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 30% in Q3 2026, selling an estimated $69.6K and leaving 1,391 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #555.
Root Financial Partners first reported a position in XLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $234K in Q2 2026. 1,119 funds tracked by Wall St. Rank hold XLY as of Q3 2026.
- Root Financial Partners held 1,391 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $151K as of Q3 2026.
- Root Financial Partners sold 606 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $69.6K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #555 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 5 quarters since.
- Root Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $234K in Q2 2026.
- 1,119 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.
Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.