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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Root Financial Partners's MDYG Position: Q2 2026 in Review

Root Financial Partners increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 0.05% in Q2 2026, buying an estimated $212 and bringing the position to 3,847 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #221.

Root Financial Partners first reported a position in MDYG in Q3 2024 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Root Financial Partners held 3,847 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $431K as of Q2 2026.
Root Financial Partners bought 2 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2026, an estimated $212.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #221 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 8 quarters since.
421 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.