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Spdr Ser Tr fund shares owned by Root Financial Partners

Quarter-by-quarter ownership of Spdr Ser Tr fund (MMTM) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Spdr Ser Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr fund held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr fund by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $64k 218 292.07

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Top funds holding Spdr Ser Tr fund

LPL Financial
Baltimore-Washington Financial Advisors
Goldman Sachs Group
Steward Partners Investment Advisory
Mariner Wealth Advisors
Professional Financial Advisors
Wealth Enhancement Advisory Services
Western Wealth Management
Citadel Advisors
Ethos Capital Management
Royal Bank of Canada
Raymond James Financial
PAX Financial Group
Kestra Advisory Services
Gateway Wealth Partners

View all funds holding Spdr Ser Tr fund