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

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

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 1,868 shares of SPY stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,868
Previous 1,133 64.87%
Holding current value
$1.14 Million
Previous $650 Million 68.35%
% of portfolio
0.14%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,979
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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