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 Q1	$3.49K	Buy	+41	New	+$3.62K	﹤0.01%	2083

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026: 41 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #2083 among its holdings.

376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Root Financial Partners held 41 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.49K as of Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2083 holding.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

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