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

Root Financial Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,392
Closed -$82.4K – 2783
2026
Q1 		$82.4K Buy
1,392
+907
+187% +$55.2K ﹤0.01% 644
2025
Q4 		$28.1K Sell
485
-178
-27% -$10.2K ﹤0.01% 990
2025
Q3 		$37.9K Buy
+663
New +$37.4K ﹤0.01% 780

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Root Financial Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 1,392 shares — an estimated $82.4K sold.

Root Financial Partners first reported a position in SPMD in Q3 2025 and held it in 3 quarters. The position peaked at $82.4K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,392 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $82.4K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $82.4K in Q1 2026.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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