Root Financial Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Root Financial Partners’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,099	Closed	-$61.2K	–	2793
2026 Q1	$61.2K	Buy	2,099 +1,653	+371%	+$48.3K	﹤0.01%	778
2025 Q4	$13.1K	Hold	446	–	–	﹤0.01%	1381
2025 Q3	$13.1K	Buy	+446	New	+$13K	﹤0.01%	1324

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q2 2026, closing a stake of 2,099 shares — an estimated $61.2K sold.

Root Financial Partners first reported a position in SPTS in Q3 2025 and held it in 3 quarters. The position peaked at $61.2K in Q1 2026. 159 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,099 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $61.2K.
Root Financial Partners first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $61.2K in Q1 2026.
159 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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