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 Q3	$4.73M	Buy	6,200 +1,818	+41%	+$1.38M	0.16%	51
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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Root Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q3 2026, buying an estimated $1.38M and bringing the position to 6,200 shares worth $4.73M. The position accounts for 0.16% of the portfolio, ranked #51.

Root Financial Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,148 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Root Financial Partners held 6,200 shares of State Street SPDR S&P 500 ETF Trust worth $4.73M as of Q3 2026.
Root Financial Partners bought 1,818 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.38M.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Root Financial Partners's portfolio in Q3 2026, its #51 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 11 quarters since.
2,148 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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