Root Financial Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Root Financial Partners, LLC holds 22,860 shares of SPLG stock, worth $1.78 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,860

Previous 24,742 7.61%

Holding current value

$1.78 Million

Previous $1.63 Billion 2.11%

% of portfolio

0.16%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$58.41 - $72.69 $109,927 - $136,802	-1,882 Reduced 7.61%	22,860 $1.66 Billion
Q1 2025 Apr 24, 2025	SELL	$64.88 - $72.1 $144,293 - $160,350	-2,224 Reduced 8.25%	24,742 $1.63 Billion
Q4 2024 Jan 29, 2025	BUY	$66.77 - $71.52 $66,302 - $71,019	993 Added 3.82%	26,966 $1.86 Billion
Q3 2024 Oct 31, 2024	BUY	$60.84 - $67.51 $1.26 Million - $1.4 Million	20,771 Added 399.29%	25,973 $1.75 Billion
Q2 2024 Aug 02, 2024	BUY	$58.24 - $64.51 $6,056 - $6,709	104 Added 2.04%	5,202 $333 Million
Q1 2024 Apr 24, 2024	BUY	$54.97 - $61.53 $280,237 - $313,679	5,098 New	5,098 $314 Million

Others Institutions Holding SPLG

# of Institutions

1,490

Shares Held

732M

Call Options Held

1.37M

Put Options Held

949K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History