SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Acquired by Montz Harcus Wealth Management LLC

Montz Harcus Wealth Management LLC lifted its position in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD) by 7.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 257,179 shares of the company’s stock after buying an additional 17,084 shares during the quarter. SPDR Portfolio S&P 400 Mid Cap ETF makes up 5.7% of Montz Harcus Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Montz Harcus Wealth Management LLC owned approximately 0.09% of SPDR Portfolio S&P 400 Mid Cap ETF worth $17,375,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Auto Owners Insurance Co grew its position in SPDR Portfolio S&P 400 Mid Cap ETF by 7,307.1% in the 4th quarter. Auto Owners Insurance Co now owns 77,033,600 shares of the company’s stock valued at $4,461,016,000 after acquiring an additional 75,993,600 shares in the last quarter. Morgan Stanley lifted its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 208.0% during the fourth quarter. Morgan Stanley now owns 9,824,255 shares of the company’s stock worth $568,923,000 after purchasing an additional 6,634,293 shares in the last quarter. Creative Planning lifted its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 5.9% during the third quarter. Creative Planning now owns 87,966,062 shares of the company’s stock worth $5,030,779,000 after purchasing an additional 4,903,905 shares in the last quarter. Valpey Financial Services LLC boosted its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 6,201.3% in the fourth quarter. Valpey Financial Services LLC now owns 814,448 shares of the company’s stock valued at $47,165,000 after purchasing an additional 801,523 shares during the period. Finally, Thrivent Financial for Lutherans boosted its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 4,299.0% in the fourth quarter. Thrivent Financial for Lutherans now owns 663,452 shares of the company’s stock valued at $38,429,000 after purchasing an additional 648,370 shares during the period. Institutional investors and hedge funds own 61.70% of the company’s stock.

SPDR Portfolio S&P 400 Mid Cap ETF Stock Performance

Shares of SPMD stock opened at $66.37 on Friday. The stock has a market capitalization of $18.36 billion, a P/E ratio of 4.66 and a beta of 1.01. The company has a 50 day moving average price of $66.82 and a 200 day moving average price of $64.32. SPDR Portfolio S&P 400 Mid Cap ETF has a fifty-two week low of $54.53 and a fifty-two week high of $68.97.

SPDR Portfolio S&P 400 Mid Cap ETF Company 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.