Root Financial Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Root Financial Partners’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$305K	Hold	465	–	–	0.01%	315
2026 Q2	$327K	Hold	465	–	–	0.01%	268
2026 Q1	$287K	Hold	465	–	–	0.01%	254
2025 Q4	$280K	Hold	465	–	–	0.01%	239
2025 Q3	$277K	Hold	465	–	–	0.02%	222
2025 Q2	$263K	Buy	465 +1	+0.2%	+$537	0.03%	200
2025 Q1	$248K	Hold	464	–	–	0.03%	179
2024 Q4	$264K	Hold	464	–	–	0.03%	170
2024 Q3	$264K	Buy	464 +51	+12%	+$28.1K	0.04%	131
2024 Q2	$221K	Buy	413 +8	+2%	+$4.3K	0.05%	104
2024 Q1	$225K	Buy	+405	New	+$210K	0.07%	89

Other funds holding MDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's MDY Position: Q3 2026 in Review

Root Financial Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 465 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #315.

Root Financial Partners first reported a position in MDY in Q1 2024 and has held it in 11 quarters since. The position peaked at $327K in Q2 2026. 1,326 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Root Financial Partners held 465 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $305K as of Q3 2026.
Root Financial Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #315 holding.
Root Financial Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 11 quarters since.
Root Financial Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $327K in Q2 2026.
1,326 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.