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Oak Root LLC’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Oak Root LLC’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,030
Closed -$2.15M – 12
2025
Q1 		$2.15M Buy
27,030
+873
+3% +$75.1K 0.29% 14
2024
Q4 		$2.27M Sell
26,157
-4,203
-14% -$378K 0.3% 14
2024
Q3 		$2.66M Buy
30,360
+485
+2% +$41.4K 0.34% 14
2024
Q2 		$2.51M Buy
29,875
+647
+2% +$54.7K 0.33% 14
2024
Q1 		$2.55M Buy
29,228
+4,117
+16% +$328K 0.34% 14
2023
Q4 		$1.9M Buy
+25,111
New +$1.76M 0.29% 13

Other funds holding MDYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oak Root LLC's MDYG Position: Q2 2025 in Review

Oak Root LLC sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q2 2025, closing a stake of 27,030 shares — an estimated $2.15M sold.

Oak Root LLC first reported a position in MDYG in Q4 2023 and held it in 6 quarters. The position peaked at $2.66M in Q3 2024. 392 funds tracked by Wall St. Rank hold MDYG as of Q2 2025.

  • Oak Root LLC reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Oak Root LLC sold 27,030 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2025, an estimated $2.15M.
  • Oak Root LLC first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Oak Root LLC's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $2.66M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2025.

Based on Oak Root LLC's 13F filing for Q2 2025, filed 15 Jul 2025.