Root Financial Partners, LLC Spdr Portfolio Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Root Financial Partners, LLC holds 663 shares of SPMD stock, worth $37,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares

663

Holding current value

$37,307

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$54.43 - $58.29 $36,087 - $38,646	663 New	663 $37.9 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

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Root Financial Partners, LLC Spdr Portfolio Transaction History