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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $264k 464 569.69
2024-06-30 $221k 413 535.08
2024-03-31 $225k 405 556.40

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding SPDR S&P MidCap 400 ETF

International Assets Investment Management
Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Northern Trust
Us Bancorp
Pathstone Holdings
Pnc Financial Services
Royal Bank of Canada
Susquehanna International
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Raymond James & Associates
Jpmorgan Chase & Co
Alliancebernstein

View all funds holding SPDR S&P MidCap 400 ETF