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

Root Financial Partners’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
2026 Q3	$1.01M	Buy	9,619 +5,772	+150%	+$625K	0.03%	136
2026 Q2	$431K	Buy	3,847 +2	+0.1%	+$212	0.02%	221
2026 Q1	$369K	Hold	3,845	–	–	0.02%	215
2025 Q4	$355K	Buy	3,845 +28	+0.7%	+$2.57K	0.02%	204
2025 Q3	$349K	Hold	3,817	–	–	0.02%	192
2025 Q2	$332K	Buy	3,817 +27	+0.7%	+$2.21K	0.03%	174
2025 Q1	$301K	Hold	3,790	–	–	0.03%	155
2024 Q4	$329K	Sell	3,790 -275	-7%	-$24.7K	0.04%	147
2024 Q3	$357K	Buy	+4,065	New	+$347K	0.06%	111

Other funds holding MDYG

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

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

Root Financial Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 150% in Q3 2026, buying an estimated $625K and bringing the position to 9,619 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #136.

Root Financial Partners first reported a position in MDYG in Q3 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold MDYG as of Q3 2026.

Root Financial Partners held 9,619 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $1.01M as of Q3 2026.
Root Financial Partners bought 5,772 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q3 2026, an estimated $625K.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #136 holding.
Root Financial Partners first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
178 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q3 2026.

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