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 Q1	$899	Buy	+7	New	+$874	﹤0.01%	2649

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's XBI Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2026: 7 shares worth $899. The stake represents ﹤0.01% of the portfolio and ranks #2649 among its holdings.

814 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Root Financial Partners held 7 shares of State Street SPDR S&P Biotech ETF worth $899 as of Q1 2026.
State Street SPDR S&P Biotech ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2649 holding.
814 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.