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

Lutz Financial Services LLC increased its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 7.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 783,438 shares of the company’s stock after acquiring an additional 57,250 shares during the period. SPDR S&P 400 Mid Cap Value ETF makes up about 4.5% of Lutz Financial Services LLC’s investment portfolio, making the stock its 6th largest position. Lutz Financial Services LLC’s holdings in SPDR S&P 400 Mid Cap Value ETF were worth $66,318,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of MDYV. AQR Capital Management LLC lifted its holdings in shares of SPDR S&P 400 Mid Cap Value ETF by 38.4% in the first quarter. AQR Capital Management LLC now owns 3,563 shares of the company’s stock valued at $275,000 after buying an additional 988 shares during the period. NewEdge Advisors LLC lifted its stake in SPDR S&P 400 Mid Cap Value ETF by 3.6% during the first quarter. NewEdge Advisors LLC now owns 6,395 shares of the company’s stock valued at $493,000 after purchasing an additional 221 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in SPDR S&P 400 Mid Cap Value ETF by 7.6% during the first quarter. Goldman Sachs Group Inc. now owns 261,025 shares of the company’s stock valued at $20,112,000 after purchasing an additional 18,506 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in SPDR S&P 400 Mid Cap Value ETF by 42.0% during the second quarter. JPMorgan Chase & Co. now owns 22,208 shares of the company’s stock valued at $1,764,000 after purchasing an additional 6,571 shares during the last quarter. Finally, M&T Bank Corp acquired a new stake in SPDR S&P 400 Mid Cap Value ETF during the second quarter valued at approximately $245,000.

SPDR S&P 400 Mid Cap Value ETF Price Performance

MDYV stock opened at $89.12 on Tuesday. SPDR S&P 400 Mid Cap Value ETF has a 12 month low of $75.52 and a 12 month high of $93.10. The firm has a market cap of $2.53 billion, a PE ratio of 15.85 and a beta of 0.98. The firm has a 50 day simple moving average of $87.77 and a 200 day simple moving average of $87.12.

About SPDR S&P 400 Mid Cap Value ETF

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.