SPDR S&P MidCap 400 ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in SPDR S&P MidCap 400 ETF
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All positions including SPDR S&P MidCap 400 ETF held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 465 | 595.70 |
| 2025-06-30 | $263k | 465 | 565.94 |
| 2025-03-31 | $248k | 464 | 533.95 |
| 2024-12-31 | $264k | 464 | 569.83 |
| 2024-09-30 | $264k | 464 | 569.69 |
| 2024-06-30 | $221k | 413 | 535.08 |
| 2024-03-31 | $225k | 405 | 556.40 |