Total Wealth Planning LLC Has $7.81 Million Stock Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Total Wealth Planning LLC trimmed its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) by 3.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 106,436 shares of the company’s stock after selling 3,340 shares during the period. SPDR S&P 400 Mid Cap Value ETF makes up approximately 1.4% of Total Wealth Planning LLC’s investment portfolio, making the stock its 20th biggest holding. Total Wealth Planning LLC’s holdings in SPDR S&P 400 Mid Cap Value ETF were worth $7,810,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Prime Capital Investment Advisors LLC raised its position in shares of SPDR S&P 400 Mid Cap Value ETF by 73.4% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 7,851 shares of the company’s stock valued at $576,000 after acquiring an additional 3,323 shares during the period. Envestnet Asset Management Inc. increased its stake in SPDR S&P 400 Mid Cap Value ETF by 8.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 410,828 shares of the company’s stock worth $26,639,000 after purchasing an additional 33,741 shares in the last quarter. Modera Wealth Management LLC bought a new stake in SPDR S&P 400 Mid Cap Value ETF during the 3rd quarter worth approximately $655,000. Brookstone Capital Management increased its stake in SPDR S&P 400 Mid Cap Value ETF by 3.7% during the 4th quarter. Brookstone Capital Management now owns 9,327 shares of the company’s stock worth $684,000 after purchasing an additional 333 shares in the last quarter. Finally, Silverlake Wealth Management LLC bought a new stake in SPDR S&P 400 Mid Cap Value ETF during the 4th quarter worth approximately $251,000.

SPDR S&P 400 Mid Cap Value ETF Stock Performance

NYSEARCA MDYV traded up $0.14 during trading hours on Friday, reaching $72.18. 112,721 shares of the company’s stock were exchanged, compared to its average volume of 285,550. The company’s 50-day moving average is $73.10 and its two-hundred day moving average is $70.12. SPDR S&P 400 Mid Cap Value ETF has a one year low of $59.67 and a one year high of $76.26. The company has a market capitalization of $2.48 billion, a price-to-earnings ratio of 13.97 and a beta of 1.11.

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.