Root Financial Partners’s State Street SPDR Portfolio Long Term Corporate Bond Index ETF SPLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41	Buy	+2	New	+$43	﹤0.01%	3742
2025 Q4	–	Sell	-200	Closed	-$4.62K	–	2518
2025 Q3	$4.62K	Buy	+200	New	+$4.53K	﹤0.01%	1756

Other funds holding SPLB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arrien Investments Boise, Idaho $195M AUM 6.51% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Root Financial Partners's SPLB Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF (SPLB) in Q3 2026: 2 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #3742 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPLB as recently as Q3 2025.

Root Financial Partners first reported a position in SPLB in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.62K in Q3 2025. 126 funds tracked by Wall St. Rank hold SPLB as of Q3 2026.

Root Financial Partners held 2 shares of State Street SPDR Portfolio Long Term Corporate Bond Index ETF worth $41 as of Q3 2026.
State Street SPDR Portfolio Long Term Corporate Bond Index ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio Long Term Corporate Bond Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3742 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond Index ETF in Q3 2025 and has held it in 2 quarters since.
Root Financial Partners's State Street SPDR Portfolio Long Term Corporate Bond Index ETF position peaked at $4.62K in Q3 2025.
126 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond Index ETF as of Q3 2026.

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