Root Financial Partners, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Root Financial Partners, LLC holds 16,137 shares of SPTM stock, worth $1.27 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,137
Previous 16,757 3.7%
Holding current value
$1.27 Million
Previous $1.14 Billion 6.04%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$60.34 - $74.89 $37,410 - $46,431
-620 Reduced 3.7%
16,137 $1.21 Billion
Q1 2025

Apr 24, 2025
BUY
$67.03 - $74.61 $5,429 - $6,043
81 Added 0.49%
16,757 $1.14 Billion
Q4 2024

Jan 29, 2025
SELL
$69.3 - $74.3 $83,090 - $89,085
-1,199 Reduced 6.71%
16,676 $1.19 Billion
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $852,128 - $943,427
13,466 Added 305.42%
17,875 $1.25 Billion
Q2 2024

Aug 02, 2024
BUY
$60.69 - $66.83 $267,582 - $294,653
4,409 New
4,409 $293 Million

Others Institutions Holding SPTM

# of Institutions
725
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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