Root Financial Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,731 shares of SPY stock, worth $1.02 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,731

Previous 1,868 7.33%

Holding current value

$1.02 Million

Previous $1.09 Billion 11.57%

% of portfolio

0.1%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$551.42 - $612.93 $75,544 - $83,971	-137 Reduced 7.33%	1,731 $968 Million
Q4 2024 Jan 29, 2025	BUY	$567.81 - $607.81 $417,340 - $446,740	735 Added 64.87%	1,868 $1.09 Billion
Q3 2024 Oct 31, 2024	BUY	$517.38 - $573.86 $37,768 - $41,891	73 Added 6.89%	1,133 $650 Million
Q2 2024 Aug 02, 2024	BUY	$495.16 - $548.49 $524,869 - $581,399	1,060 New	1,060 $577 Million
Q4 2023 Jan 29, 2024	BUY	$410.68 - $476.69 $175,360 - $203,546	427 New	427 $203 Million

Others Institutions Holding SPY

# of Institutions

5,049

Shares Held

618M

Call Options Held

376M

Put Options Held

644M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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 S&P 500 ETF Trust Transaction History