Root Financial Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$786K	Sell	6,605 -1	-0%	-$114	0.03%	141
2026 Q1	$647K	Sell	6,606 -102	-2%	-$10.6K	0.03%	137
2025 Q4	$716K	Buy	6,708 +5,305	+378%	+$562K	0.04%	125
2025 Q3	$147K	Buy	+1,403	New	+$140K	0.01%	339

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

Root Financial Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.02% in Q2 2026, selling an estimated $114 and leaving 6,605 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #141.

Root Financial Partners first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Root Financial Partners held 6,605 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $786K as of Q2 2026.
Root Financial Partners sold 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #141 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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