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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's SPY Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q1 2026, buying an estimated $645K and bringing the position to 4,481 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #49.

Root Financial Partners first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Root Financial Partners held 4,481 shares of State Street SPDR S&P 500 ETF Trust worth $2.91M as of Q1 2026.
Root Financial Partners bought 949 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $645K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Root Financial Partners's portfolio in Q1 2026, its #49 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 9 quarters since.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.