SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,174 Value ($000) $55 Avg Close — Range —
Q3 2025
Shares 1,356 Value ($000) $63 Avg Close — Range —
Q4 2024
Shares 6,218 Value ($000) $279 Avg Close — Range —