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 Q3	$96.5K	Buy	+1,825	New	+$103K	﹤0.01%	750
2026 Q2	–	Sell	-2,822	Closed	-$136K	–	2789
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 1,825 shares worth $96.5K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPSM as recently as Q1 2026.

Root Financial Partners first reported a position in SPSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $279K in Q4 2024. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Root Financial Partners held 1,825 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $96.5K as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #750 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 5 quarters since.
Root Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $279K in Q4 2024.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

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