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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.8K	Buy	+1,211	New	+$36.1K	﹤0.01%	1249
2026 Q2	–	Sell	-2,368	Closed	-$71.2K	–	2787
2026 Q1	$71.2K	Buy	2,368 +1,252	+112%	+$37.8K	﹤0.01%	716
2025 Q4	$33.7K	Sell	1,116 -1,228	-52%	-$37.1K	﹤0.01%	885
2025 Q3	$71K	Buy	+2,344	New	+$70.7K	﹤0.01%	554

Other funds holding SPSB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF (SPSB) in Q3 2026: 1,211 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPSB as recently as Q1 2026.

Root Financial Partners first reported a position in SPSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.2K in Q1 2026. 503 funds tracked by Wall St. Rank hold SPSB as of Q3 2026.

Root Financial Partners held 1,211 shares of State Street SPDR Portfolio Short Term Corporate Bond Index ETF worth $35.8K as of Q3 2026.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio Short Term Corporate Bond Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1249 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond Index ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond Index ETF position peaked at $71.2K in Q1 2026.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond Index ETF as of Q3 2026.

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