Root Financial Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,491 shares of SPEM stock, worth $118,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,491Holding current value
$118,197% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
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Allworth Financial LP9.26MShares$439 Million1.97% of portfolio