Root Financial Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 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 20,343 shares of SPTM stock, worth $1.65 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,343

Previous 16,137 26.06%

Holding current value

$1.65 Million

Previous $1.21 Billion 35.76%

% of portfolio

0.1%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$74.93 - $80.73 $315,155 - $339,550	4,206 Added 26.06%	20,343 $1.64 Billion
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

760

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Root Financial Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History