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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Root Financial Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.6% in Q1 2026, buying an estimated $125K and bringing the position to 25,360 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #66.

Root Financial Partners first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Root Financial Partners held 25,360 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.94M as of Q1 2026.
Root Financial Partners bought 1,563 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $125K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Root Financial Partners's portfolio in Q1 2026, its #66 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 9 quarters since.
Root Financial Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.96M in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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