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 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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 2,822 shares — an estimated $136K sold.

Root Financial Partners first reported a position in SPSM in Q4 2024 and held it in 4 quarters. The position peaked at $279K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,822 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $136K.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 4 quarters.
Root Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $279K in Q4 2024.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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