Root Financial Partners’s State Street SPDR Portfolio Short Term Treasury Index 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 Q3	$17.7K	Buy	+619	New	+$17.9K	﹤0.01%	1613
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street SPDR Portfolio Short Term Treasury Index ETF (SPTS) in Q3 2026: 619 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPTS as recently as Q1 2026.

Root Financial Partners first reported a position in SPTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.2K in Q1 2026. 371 funds tracked by Wall St. Rank hold SPTS as of Q3 2026.

Root Financial Partners held 619 shares of State Street SPDR Portfolio Short Term Treasury Index ETF worth $17.7K as of Q3 2026.
State Street SPDR Portfolio Short Term Treasury Index ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio Short Term Treasury Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1613 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio Short Term Treasury Index ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR Portfolio Short Term Treasury Index ETF position peaked at $61.2K in Q1 2026.
371 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury Index ETF as of Q3 2026.

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