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 Q3	$973K	Buy	7,905 +1,300	+20%	+$156K	0.03%	141
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Root Financial Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q3 2026, buying an estimated $156K and bringing the position to 7,905 shares worth $973K. 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 5 quarters since. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Root Financial Partners held 7,905 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $973K as of Q3 2026.
Root Financial Partners bought 1,300 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $156K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q3 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 5 quarters since.
656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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