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Spdr Series Trust cmn shares owned by Root Financial Partners

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 Series Trust cmn by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $63k 2.2k 29.03

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
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Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Spdr Series Trust cmn

Ameriprise Financial
LPL Financial
Bank of America Corporation
Assetmark
AE Wealth Management
CX Institutional
D. J. St. Germain
Procyon Private Wealth Partners
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Exchange Traded Concepts
Summit Financial Wealth Advisors
North Dakota State Investment Board
Geneos Wealth Management
Adviser Investments

View all funds holding Spdr Series Trust cmn