Root Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Root Financial Partners's XLY Position: Q2 2026 in Review
Root Financial Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 43% in Q2 2026, buying an estimated $70.4K and bringing the position to 1,997 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #354.
Root Financial Partners first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Root Financial Partners held 1,997 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $234K as of Q2 2026.
- Root Financial Partners bought 603 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $70.4K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #354 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 4 quarters since.
- 1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.