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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's MDY Position: Q1 2026 in Review

Root Financial Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 465 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #254.

Root Financial Partners first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Root Financial Partners held 465 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $287K as of Q1 2026.
Root Financial Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #254 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 9 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.