Root Financial Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-64	Closed	-$1.67K	–	2779
2026 Q1	$1.67K	Buy	+64	New	+$1.67K	﹤0.01%	2395

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026, closing a stake of 64 shares — an estimated $1.67K sold.

Root Financial Partners first reported a position in SPIP in Q1 2026 and held it in 1 quarter. The position peaked at $1.67K in Q1 2026. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 64 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $1.67K.
Root Financial Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.67K in Q1 2026.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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