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 Q2	$1.76M	Sell	19,437 -480	-2%	-$42.2K	0.07%	84
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's SPTM Position: Q2 2026 in Review

Root Financial Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.4% in Q2 2026, selling an estimated $42.2K and leaving 19,437 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #84.

Root Financial Partners first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Root Financial Partners held 19,437 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.76M as of Q2 2026.
Root Financial Partners sold 480 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $42.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #84 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 9 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.