Root Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.27M	Sell	4,382 -99	-2%	-$71.8K	0.13%	50
2026 Q1	$2.91M	Buy	4,481 +949	+27%	+$645K	0.13%	49
2025 Q4	$2.41M	Buy	3,532 +1,366	+63%	+$923K	0.12%	52
2025 Q3	$1.44M	Buy	2,166 +356	+20%	+$228K	0.09%	69
2025 Q2	$1.12M	Buy	1,810 +79	+5%	+$45.2K	0.11%	68
2025 Q1	$968K	Sell	1,731 -137	-7%	-$80.5K	0.1%	69
2024 Q4	$1.09M	Buy	1,868 +735	+65%	+$433K	0.14%	55
2024 Q3	$650K	Buy	1,133 +73	+7%	+$40.4K	0.1%	73
2024 Q2	$577K	Buy	+1,060	New	+$555K	0.14%	62
2024 Q1	–	Sell	-427	Closed	-$203K	–	100
2023 Q4	$203K	Buy	+427	New	+$190K	0.08%	77

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Root Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, selling an estimated $71.8K and leaving 4,382 shares worth $3.27M. The position accounts for 0.13% of the portfolio, ranked #50.

Root Financial Partners first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Root Financial Partners held 4,382 shares of State Street SPDR S&P 500 ETF Trust worth $3.27M as of Q2 2026.
Root Financial Partners sold 99 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $71.8K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Root Financial Partners's portfolio in Q2 2026, its #50 holding.
Root Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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