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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of SPY by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−303−100.0%Sold outHolders
Q3 2025303$202.6K0.1%+303NewHolders