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

Root Financial Partners’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,218
Closed -$279K – 227
2024
Q4 		$279K Buy
+6,218
New +$279K 0.03% 163