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 Q3	$1.77M	Sell	19,228 -209	-1%	-$19.3K	0.06%	89
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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

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

Root Financial Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.1% in Q3 2026, selling an estimated $19.3K and leaving 19,228 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #89.

Root Financial Partners first reported a position in SPTM in Q2 2024 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Root Financial Partners held 19,228 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.77M as of Q3 2026.
Root Financial Partners sold 209 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $19.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #89 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 10 quarters since.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

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