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

Root Financial Partners, LLC

$807 Billion
Q4 2024

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 26,966 shares of SPLG stock, worth $1.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

26,966

Previous 25,973 3.82%

Holding current value

$1.9 Million

Previous $1.75 Billion 6.02%

% of portfolio

0.23%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,294

Shares Held

551M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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