EP Wealth Advisors LLC Cuts Stock Holdings in SPDR S&P 400 Mid Cap Value ETF $MDYV

EP Wealth Advisors LLC trimmed its holdings in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 52.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,163 shares of the company’s stock after selling 40,780 shares during the period. EP Wealth Advisors LLC owned about 0.12% of SPDR S&P 400 Mid Cap Value ETF worth $2,863,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Smartleaf Asset Management LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 3,903.8% in the first quarter. Smartleaf Asset Management LLC now owns 1,041 shares of the company’s stock worth $80,000 after purchasing an additional 1,015 shares during the last quarter. Capital Analysts LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 8,040.5% in the first quarter. Capital Analysts LLC now owns 21,328 shares of the company’s stock worth $1,643,000 after purchasing an additional 21,066 shares during the last quarter. Financial Network Wealth Advisors LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 13.7% in the first quarter. Financial Network Wealth Advisors LLC now owns 6,563 shares of the company’s stock worth $506,000 after purchasing an additional 789 shares during the last quarter. Klingman & Associates LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 0.7% in the first quarter. Klingman & Associates LLC now owns 346,152 shares of the company’s stock worth $26,671,000 after purchasing an additional 2,576 shares during the last quarter. Finally, HighTower Advisors LLC grew its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 3.1% in the first quarter. HighTower Advisors LLC now owns 242,170 shares of the company’s stock worth $18,659,000 after purchasing an additional 7,281 shares during the last quarter.

SPDR S&P 400 Mid Cap Value ETF Price Performance

NYSEARCA MDYV opened at $83.32 on Thursday. The stock has a market capitalization of $2.47 billion, a PE ratio of 15.85 and a beta of 1.17. SPDR S&P 400 Mid Cap Value ETF has a 1 year low of $65.86 and a 1 year high of $87.81. The business’s 50-day moving average is $81.61 and its 200 day moving average is $78.27.

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.