RFP
MDYV icon

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

Root Financial Partners’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41
Closed -$3.49K – 2044
2026
Q1 		$3.49K Buy
+41
New +$3.62K ﹤0.01% 2083

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
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
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 41 shares — an estimated $3.49K sold.

Root Financial Partners first reported a position in MDYV in Q1 2026 and held it in 1 quarter. The position peaked at $3.49K in Q1 2026. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 41 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.49K.
  • Root Financial Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.49K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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