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Root Financial Partners’s State Street SPDR Portfolio Long Term Corporate Bond 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
2025
Q4 		– Sell
-200
Closed -$4.62K – 2518
2025
Q3 		$4.62K Buy
+200
New +$4.53K ﹤0.01% 1756

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Root Financial Partners's SPLB Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q4 2025, closing a stake of 200 shares — an estimated $4.62K sold.

Root Financial Partners first reported a position in SPLB in Q3 2025 and held it in 1 quarter. The position peaked at $4.62K in Q3 2025. 169 funds tracked by Wall St. Rank hold SPLB as of Q4 2025.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 200 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q4 2025, an estimated $4.62K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $4.62K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.