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Root Financial Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Root Financial Partners’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57M Sell
19,917
-1,024
-5% -$84.6K 0.07% 74
2025
Q4 		$1.73M Buy
20,941
+598
+3% +$48.9K 0.09% 65
2025
Q3 		$1.64M Buy
20,343
+4,206
+26% +$327K 0.1% 61
2025
Q2 		$1.21M Sell
16,137
-620
-4% -$43K 0.12% 66
2025
Q1 		$1.14M Buy
16,757
+81
+0.5% +$5.8K 0.12% 61
2024
Q4 		$1.19M Sell
16,676
-1,199
-7% -$86.3K 0.15% 54
2024
Q3 		$1.25M Buy
17,875
+13,466
+305% +$909K 0.2% 43
2024
Q2 		$293K Buy
+4,409
New +$282K 0.07% 91

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Root Financial Partners's SPTM Position: Q1 2026 in Review

Root Financial Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.9% in Q1 2026, selling an estimated $84.6K and leaving 19,917 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #74.

Root Financial Partners first reported a position in SPTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Root Financial Partners held 19,917 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.57M as of Q1 2026.
  • Root Financial Partners sold 1,024 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $84.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #74 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Root Financial Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.73M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.