SPDR S&P 400 Mid Cap Value ETF $MDYV Shares Bought by Lutz Financial Services LLC

Lutz Financial Services LLC lifted its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 7.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 783,438 shares of the company’s stock after purchasing an additional 57,250 shares during the quarter. SPDR S&P 400 Mid Cap Value ETF accounts for approximately 4.5% of Lutz Financial Services LLC’s holdings, making the stock its 6th largest position. Lutz Financial Services LLC owned approximately 2.75% of SPDR S&P 400 Mid Cap Value ETF worth $66,318,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Chicago Partners Investment Group LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 12.0% in the third quarter. Chicago Partners Investment Group LLC now owns 54,427 shares of the company’s stock worth $4,539,000 after purchasing an additional 5,852 shares in the last quarter. AE Wealth Management LLC lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 16.3% in the 3rd quarter. AE Wealth Management LLC now owns 661,703 shares of the company’s stock worth $55,193,000 after acquiring an additional 92,682 shares during the period. Cooke Wealth Management LLC acquired a new stake in shares of SPDR S&P 400 Mid Cap Value ETF in the 4th quarter worth approximately $1,650,000. JPMorgan Chase & Co. lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 100.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 44,510 shares of the company’s stock worth $3,713,000 after acquiring an additional 22,302 shares during the period. Finally, Onyx Bridge Wealth Group LLC lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 229.9% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 14,091 shares of the company’s stock worth $1,175,000 after acquiring an additional 9,820 shares during the period.

SPDR S&P 400 Mid Cap Value ETF Trading Up 0.5%

Shares of NYSEARCA:MDYV opened at $89.12 on Tuesday. The company has a 50 day moving average of $87.77 and a 200-day moving average of $87.12. The firm has a market cap of $2.53 billion, a P/E ratio of 15.85 and a beta of 0.98. SPDR S&P 400 Mid Cap Value ETF has a twelve month low of $75.52 and a twelve month high of $93.10.

SPDR S&P 400 Mid Cap Value ETF Company 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. The selection universe for the S&P MidCap 400 Index includes all the United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ CapitalMarket with market capitalizations between $850 million and $3.8 billion.