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 Q3	$124K	Buy	+1,963	New	+$130K	﹤0.01%	636
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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026: 1,963 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPMD as recently as Q1 2026.

Root Financial Partners first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Root Financial Partners held 1,963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $124K as of Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #636 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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