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Spdr Ser Tr cmn shares owned by Root Financial Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn 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 cmn by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 107 130.04

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Top funds holding Spdr Ser Tr cmn

Advisor Group Holdings
Congress Wealth Management LLC / DE /
DORVAL Corp
Cambridge Investment Research Advisors
Ieq Capital
LPL Financial
AQR Capital Management
McNaughton Wealth Management
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
UBS Group
Johnson & White Wealth Management
IAG Wealth Partners
H D Vest Advisory Services

View all funds holding Spdr Ser Tr cmn