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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.25M	Sell	25,122 -1,173	-4%	-$105K	0.08%	77
2026 Q2	$2.31M	Buy	26,295 +935	+4%	+$79.8K	0.09%	69
2026 Q1	$1.94M	Buy	25,360 +1,563	+7%	+$125K	0.09%	66
2025 Q4	$1.91M	Sell	23,797 -1,276	-5%	-$101K	0.1%	60
2025 Q3	$1.96M	Buy	25,073 +2,213	+10%	+$167K	0.12%	55
2025 Q2	$1.66M	Sell	22,860 -1,882	-8%	-$127K	0.16%	48
2025 Q1	$1.63M	Sell	24,742 -2,224	-8%	-$154K	0.17%	45
2024 Q4	$1.86M	Buy	26,966 +993	+4%	+$68.8K	0.23%	34
2024 Q3	$1.75M	Buy	25,973 +20,771	+399%	+$1.35M	0.28%	32
2024 Q2	$333K	Buy	5,202 +104	+2%	+$6.4K	0.08%	87
2024 Q1	$314K	Buy	+5,098	New	+$299K	0.09%	74

Other funds holding SPYM

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Root Financial Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.5% in Q3 2026, selling an estimated $105K and leaving 25,122 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #77.

Root Financial Partners first reported a position in SPYM in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.31M in Q2 2026. 830 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Root Financial Partners held 25,122 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.25M as of Q3 2026.
Root Financial Partners sold 1,173 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $105K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #77 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Root Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.31M in Q2 2026.
830 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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