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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Sell	16,137 -620	-4%	-$46.4K	0.12%	66
2025 Q1	$1.14M	Buy	16,757 +81	+0.5%	+$5.51K	0.12%	61
2024 Q4	$1.19M	Sell	16,676 -1,199	-7%	-$85.6K	0.15%	54
2024 Q3	$1.25M	Buy	17,875 +13,466	+305%	+$943K	0.2%	43
2024 Q2	$293K	Buy	+4,409	New	+$293K	0.07%	91