Root Financial Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Root Financial Partners’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-68	Closed	-$3.41K	–	3219
2026 Q1	$3.41K	Sell	68 -6	-8%	-$301	﹤0.01%	2095
2025 Q4	$3.36K	Buy	+74	New	+$3.27K	﹤0.01%	1877

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's XLB Position: Q2 2026 in Review

Root Financial Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 68 shares — an estimated $3.41K sold.

Root Financial Partners first reported a position in XLB in Q4 2025 and held it in 2 quarters. The position peaked at $3.41K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Root Financial Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 68 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $3.41K.
Root Financial Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's State Street Materials Select Sector SPDR ETF position peaked at $3.41K in Q1 2026.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.