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Root Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Root Financial Partners’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Sell
6,553
-9,381
-59% -$270K 0.01% 345
2025
Q4 		$460K Sell
15,934
-939
-6% -$27.2K 0.02% 179
2025
Q3 		$488K Buy
16,873
+621
+4% +$17.8K 0.03% 147
2025
Q2 		$468K Buy
16,252
+82
+0.5% +$2.34K 0.05% 128
2025
Q1 		$462K Sell
16,170
-1,377
-8% -$38.8K 0.05% 119
2024
Q4 		$489K Buy
17,547
+1,134
+7% +$32.1K 0.06% 117
2024
Q3 		$477K Buy
16,413
+298
+2% +$8.55K 0.08% 95
2024
Q2 		$452K Buy
16,115
+18
+0.1% +$501 0.11% 72
2024
Q1 		$454K Buy
16,097
+11
+0.1% +$311 0.13% 61
2023
Q4 		$459K Buy
16,086
+1,779
+12% +$49.4K 0.17% 54
2023
Q3 		$394K Buy
+14,307
New +$400K 0.21% 49

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return