Root Financial Partners, LLC Spdr Index Shs Fds Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Root Financial Partners, LLC holds 654 shares of QWLD stock, worth $91,651. This represents 0.01% of its overall portfolio holdings.

Number of Shares

654

Holding current value

$91,651

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$132.92 - $140.43 $86,929 - $91,841	654 New	654 $91.8 Million

Others Institutions Holding QWLD

# of Institutions

Shares Held

845K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

325K
Shares

$45.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.9K
Shares

$11.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$7.48 Million
0.01% of portfolio
Assetmark, Inc

36.1K
Shares

$5.05 Million
0.01% of portfolio
Mariner, LLC Overland Park, KS

29.1K
Shares

$4.08 Million
0.01% of portfolio

View Full List

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

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Root Financial Partners, LLC Spdr Index Shs Fds Transaction History