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

Lutz Financial Services LLC boosted its position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 2.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 805,859 shares of the company’s stock after purchasing an additional 22,421 shares during the quarter. SPDR S&P 400 Mid Cap Value ETF makes up 4.6% of Lutz Financial Services LLC’s portfolio, making the stock its 6th biggest holding. Lutz Financial Services LLC owned 2.84% of SPDR S&P 400 Mid Cap Value ETF worth $68,619,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of MDYV. Cooke Wealth Management LLC purchased a new position in shares of SPDR S&P 400 Mid Cap Value ETF during the 4th quarter worth $1,650,000. WCG Wealth Advisors LLC increased its position in SPDR S&P 400 Mid Cap Value ETF by 187.5% during the 4th quarter. WCG Wealth Advisors LLC now owns 240,820 shares of the company’s stock worth $20,386,000 after purchasing an additional 157,062 shares in the last quarter. JPMorgan Chase & Co. raised its position in SPDR S&P 400 Mid Cap Value ETF by 100.4% in the third quarter. JPMorgan Chase & Co. now owns 44,510 shares of the company’s stock valued at $3,713,000 after purchasing an additional 22,302 shares during the period. Elevated Capital Advisors LLC lifted its position in SPDR S&P 400 Mid Cap Value ETF by 41.2% during the 4th quarter. Elevated Capital Advisors LLC now owns 19,045 shares of the company’s stock worth $1,612,000 after acquiring an additional 5,558 shares in the last quarter. Finally, Moneco Advisors LLC boosted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 51.6% in the fourth quarter. Moneco Advisors LLC now owns 89,334 shares of the company’s stock valued at $7,562,000 after purchasing an additional 30,421 shares during the period.

SPDR S&P 400 Mid Cap Value ETF Price Performance

Shares of SPDR S&P 400 Mid Cap Value ETF stock opened at $94.09 on Tuesday. SPDR S&P 400 Mid Cap Value ETF has a 1-year low of $78.19 and a 1-year high of $95.34. The business has a 50-day moving average of $92.27 and a 200-day moving average of $89.67. The company has a market capitalization of $2.72 billion, a PE ratio of 15.85 and a beta of 0.96.

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.