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Root Financial Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Root Financial Partners’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136K Buy
2,822
+1,648
+140% +$81.6K 0.01% 443
2025
Q4 		$55K Sell
1,174
-182
-13% -$8.49K ﹤0.01% 669
2025
Q3 		$62.8K Buy
+1,356
New +$60.8K ﹤0.01% 590
2025
Q1 		– Sell
-6,218
Closed -$279K – 227
2024
Q4 		$279K Buy
+6,218
New +$289K 0.03% 163

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's SPSM Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 140% in Q1 2026, buying an estimated $81.6K and bringing the position to 2,822 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #443.

Root Financial Partners first reported a position in SPSM in Q4 2024 and has held it in 4 quarters since. The position peaked at $279K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Root Financial Partners held 2,822 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $136K as of Q1 2026.
  • Root Financial Partners bought 1,648 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $81.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #443 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $279K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.