SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) Shares Sold by KWB Wealth

KWB Wealth decreased its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 2.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 190,054 shares of the company’s stock after selling 4,659 shares during the quarter. SPDR S&P 400 Mid Cap Value ETF comprises 1.9% of KWB Wealth’s holdings, making the stock its 13th biggest position. KWB Wealth’s holdings in SPDR S&P 400 Mid Cap Value ETF were worth $15,102,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wealth Enhancement Advisory Services LLC raised its position in SPDR S&P 400 Mid Cap Value ETF by 7.6% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 6,357,586 shares of the company’s stock valued at $505,174,000 after purchasing an additional 450,824 shares during the last quarter. Lutz Financial Services LLC boosted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 2.2% during the third quarter. Lutz Financial Services LLC now owns 690,992 shares of the company’s stock worth $54,906,000 after buying an additional 14,917 shares during the period. Benjamin Edwards Inc. grew its holdings in shares of SPDR S&P 400 Mid Cap Value ETF by 2,202.9% during the third quarter. Benjamin Edwards Inc. now owns 470,855 shares of the company’s stock worth $37,414,000 after buying an additional 450,409 shares during the last quarter. Canandaigua National Bank & Trust Co. lifted its position in SPDR S&P 400 Mid Cap Value ETF by 1.6% during the 4th quarter. Canandaigua National Bank & Trust Co. now owns 381,010 shares of the company’s stock worth $30,557,000 after acquiring an additional 6,094 shares during the period. Finally, First National Trust Co grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 6.1% in the 3rd quarter. First National Trust Co now owns 346,222 shares of the company’s stock valued at $27,511,000 after purchasing an additional 19,766 shares during the last quarter.

SPDR S&P 400 Mid Cap Value ETF Price Performance

SPDR S&P 400 Mid Cap Value ETF stock opened at $80.20 on Tuesday. The business has a 50 day simple moving average of $83.00 and a 200-day simple moving average of $79.31. SPDR S&P 400 Mid Cap Value ETF has a 12 month low of $69.88 and a 12 month high of $87.81. The stock has a market capitalization of $2.69 billion, a PE ratio of 14.55 and a beta of 1.11.

SPDR S&P 400 Mid Cap Value ETF Profile

SPDR S&P 400 Mid Cap Value ETF seeks to closely match the returns and characteristics of the S&P Mid Cap 400 Value Index. The S&P MidCap 400 Value Index measures the performance of the mid-capitalization value sector in the United States equity market. The Index consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest value characteristics based on book value to price ratio; earnings to price ratio, and sales to price ratio.