Balanced Wealth Group LLC Has $11.82 Million Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Balanced Wealth Group LLC grew its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 6.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 142,887 shares of the company’s stock after purchasing an additional 8,153 shares during the period. SPDR S&P 400 Mid Cap Value ETF makes up approximately 5.3% of Balanced Wealth Group LLC’s holdings, making the stock its 5th biggest position. Balanced Wealth Group LLC’s holdings in SPDR S&P 400 Mid Cap Value ETF were worth $11,824,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Continuum Advisory LLC lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 2,007.1% in the 3rd quarter. Continuum Advisory LLC now owns 295 shares of the company’s stock worth $25,000 after acquiring an additional 281 shares during the period. Assetmark Inc. lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 1,088.5% in the 4th quarter. Assetmark Inc. now owns 309 shares of the company’s stock worth $25,000 after acquiring an additional 283 shares during the period. MassMutual Private Wealth & Trust FSB lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 996.9% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 351 shares of the company’s stock worth $28,000 after acquiring an additional 319 shares during the period. Crews Bank & Trust acquired a new stake in shares of SPDR S&P 400 Mid Cap Value ETF in the 4th quarter worth approximately $45,000. Finally, Centricity Wealth Management LLC acquired a new stake in shares of SPDR S&P 400 Mid Cap Value ETF in the 4th quarter worth approximately $59,000.

SPDR S&P 400 Mid Cap Value ETF Trading Down 0.4 %

Shares of NYSEARCA:MDYV opened at $76.32 on Thursday. The company has a 50 day moving average of $81.35 and a 200-day moving average of $81.12. The firm has a market cap of $2.40 billion, a P/E ratio of 16.84 and a beta of 1.17. SPDR S&P 400 Mid Cap Value ETF has a twelve month low of $70.14 and a twelve month high of $87.81.

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.