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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Root Financial Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.5% in Q1 2026, selling an estimated $10.6K and leaving 6,606 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #137.

Root Financial Partners first reported a position in SPYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $716K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Root Financial Partners held 6,606 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $647K as of Q1 2026.
Root Financial Partners sold 102 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #137 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 3 quarters since.
Root Financial Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $716K in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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