Root Financial Partners, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1977181
ENCINITAS, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,397
+$42 QoQ
Shares Held
68
-8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,397 | 68 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,355 | 74 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||