Root Financial Partners
XBI icon

Root Financial Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Root Financial Partners’s Portfolio XBI Stock Details XBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.4K Buy
+199
New +$31.4K ﹤0.01% 1319
2026
Q2 		– Sell
-7
Closed -$899 – 3214
2026
Q1 		$899 Buy
+7
New +$874 ﹤0.01% 2649

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STRS Ohio
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PR
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Thrivent Financial for Lutherans
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Williams Jones Wealth Management
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Root Financial Partners's XBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2026: 199 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XBI as recently as Q1 2026.

Root Financial Partners first reported a position in XBI in Q1 2026 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

  • Root Financial Partners held 199 shares of State Street SPDR S&P Biotech ETF worth $31.4K as of Q3 2026.
  • State Street SPDR S&P Biotech ETF was a new Root Financial Partners position in Q3 2026.
  • State Street SPDR S&P Biotech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1319 holding.
  • Root Financial Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2026 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.