Spdr S&p 500 Etf shares owned by Root Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.2k | 666.04 |
| 2025-06-30 | $1.1M | 1.8k | 617.96 |
| 2025-03-31 | $968k | 1.7k | 559.28 |
| 2024-12-31 | $1.1M | 1.9k | 586.09 |
| 2024-09-30 | $650k | 1.1k | 573.96 |
| 2024-06-30 | $577k | 1.1k | 544.22 |
| 2023-12-31 | $203k | 427 | 475.31 |