SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Stock Holdings Trimmed by Retirement Financial Solutions LLC

Retirement Financial Solutions LLC reduced its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD) by 48.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 192,961 shares of the company’s stock after selling 179,006 shares during the quarter. SPDR Portfolio S&P 400 Mid Cap ETF comprises about 3.3% of Retirement Financial Solutions LLC’s investment portfolio, making the stock its 12th largest holding. Retirement Financial Solutions LLC’s holdings in SPDR Portfolio S&P 400 Mid Cap ETF were worth $11,427,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. WBH Advisory Inc. lifted its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 1.1% in the first quarter. WBH Advisory Inc. now owns 211,868 shares of the company’s stock valued at $12,646,000 after buying an additional 2,370 shares during the period. Integrity Wealth Partners LLC acquired a new position in SPDR Portfolio S&P 400 Mid Cap ETF in the first quarter worth approximately $470,000. HB Wealth Management LLC increased its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 208.3% in the first quarter. HB Wealth Management LLC now owns 11,276 shares of the company’s stock valued at $668,000 after buying an additional 7,618 shares in the last quarter. World Investment Advisors increased its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 196.4% in the first quarter. World Investment Advisors now owns 86,811 shares of the company’s stock valued at $5,141,000 after buying an additional 57,518 shares in the last quarter. Finally, Stevens Capital Partners increased its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 26.7% in the first quarter. Stevens Capital Partners now owns 51,189 shares of the company’s stock valued at $3,031,000 after buying an additional 10,775 shares in the last quarter. 61.70% of the stock is currently owned by institutional investors and hedge funds.

SPDR Portfolio S&P 400 Mid Cap ETF Stock Performance

Shares of NYSEARCA:SPMD opened at $66.65 on Friday. The company has a market capitalization of $18.17 billion, a PE ratio of 4.68 and a beta of 1.00. The stock has a fifty day moving average of $65.23 and a 200-day moving average of $62.31. SPDR Portfolio S&P 400 Mid Cap ETF has a one year low of $53.73 and a one year high of $67.68.

SPDR Portfolio S&P 400 Mid Cap ETF Profile

The SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is an exchange-traded fund that is based on the S&P Mid Cap 400 index. The fund tracks a market cap-weighted index of mid-cap US companies selected by the S&P Committee. SPMD was launched on Nov 8, 2005 and is managed by State Street.