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Root Financial Partners »

Consumer Discretionary SPDR shares owned by Root Financial Partners

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Consumer Discretionary SPDR

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All positions including Consumer Discretionary 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 Consumer Discretionary SPDR by Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$234k	2.0k	117.28
2026-03-31	$152k	1.4k	108.98
2025-12-31	$206k	1.7k	119.41
2025-09-30	$201k	838	239.64

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View all positions for Root Financial Partners

Top funds holding Consumer Discretionary SPDR

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View all funds holding Consumer Discretionary SPDR

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