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Industrial SPDR shares owned by Root Financial Partners

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 1.1k 185.23
2026-03-31 $51k 318 161.73
2025-12-31 $49k 313 155.27
2025-09-30 $59k 381 154.23

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Industrial SPDR

Bank of America Corporation
Citigroup
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
Goldman Sachs Group
Jane Street
LPL Financial
UBS Group
Elliott Investment Management
Migdal Insurance & Financial Holdings
Phoenix Holdings
Fisher Investments
Menora Mivtachim Holdings

View all funds holding Industrial SPDR