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Root Financial Partners’s State Street SPDR Portfolio Short Term Corporate Bond 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
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

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 2,368 shares — an estimated $71.2K sold.

Root Financial Partners first reported a position in SPSB in Q3 2025 and held it in 3 quarters. The position peaked at $71.2K in Q1 2026. 239 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,368 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $71.2K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $71.2K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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