Root Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury Index 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 Q3	$105K	Buy	+3,845	New	+$108K	﹤0.01%	717
2026 Q2	–	Sell	-6,553	Closed	-$188K	–	2791
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%	+$8.56K	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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $996M AUM 10.6% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF (SPTI) in Q3 2026: 3,845 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPTI as recently as Q1 2026.

Root Financial Partners first reported a position in SPTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $489K in Q4 2024. 277 funds tracked by Wall St. Rank hold SPTI as of Q3 2026.

Root Financial Partners held 3,845 shares of State Street SPDR Portfolio Intermediate Term Treasury Index ETF worth $105K as of Q3 2026.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio Intermediate Term Treasury Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #717 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury Index ETF in Q3 2023 and has held it in 12 quarters since.
Root Financial Partners's State Street SPDR Portfolio Intermediate Term Treasury Index ETF position peaked at $489K in Q4 2024.
277 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury Index ETF as of Q3 2026.

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