Octavia Wealth Advisors LLC Has $325,000 Holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Octavia Wealth Advisors LLC lessened its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 16.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 639 shares of the exchange traded fund’s stock after selling 129 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in SPDR S&P MidCap 400 ETF Trust were worth $325,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Warner Financial Inc. grew its position in shares of SPDR S&P MidCap 400 ETF Trust by 1.0% during the 4th quarter. Warner Financial Inc. now owns 2,182 shares of the exchange traded fund’s stock worth $1,107,000 after buying an additional 21 shares during the period. Bear Mountain Capital Inc. bought a new position in SPDR S&P MidCap 400 ETF Trust in the fourth quarter valued at approximately $999,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its stake in SPDR S&P MidCap 400 ETF Trust by 6.3% in the fourth quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 1,510 shares of the exchange traded fund’s stock valued at $766,000 after buying an additional 90 shares in the last quarter. Howard Capital Management Inc. lifted its stake in SPDR S&P MidCap 400 ETF Trust by 4.4% in the fourth quarter. Howard Capital Management Inc. now owns 16,210 shares of the exchange traded fund’s stock valued at $8,225,000 after buying an additional 690 shares in the last quarter. Finally, Granite Bay Wealth Management LLC lifted its stake in SPDR S&P MidCap 400 ETF Trust by 1.3% in the fourth quarter. Granite Bay Wealth Management LLC now owns 2,570,040 shares of the exchange traded fund’s stock valued at $1,192,724,000 after buying an additional 33,187 shares in the last quarter.

SPDR S&P MidCap 400 ETF Trust Stock Down 0.5 %

Shares of MDY stock opened at $521.62 on Wednesday. The company’s fifty day simple moving average is $532.83 and its 200-day simple moving average is $495.68. The firm has a market cap of $21.02 billion, a PE ratio of 15.42 and a beta of 1.12. SPDR S&P MidCap 400 ETF Trust has a 12 month low of $424.22 and a 12 month high of $558.34.

SPDR S&P MidCap 400 ETF Trust Profile

SPDR S&P MidCap 400 ETF is an exchange traded fund. SPDR MidCap 400 Trust focuses to correspond to the price and yield performance of the S&P MidCap 400 Index. The S&P MidCap 400 covers over 7% of the United States equities market, and is part of a series of S&P the United States indices. The index also includes companies, which should have four consecutive quarters of positive as-reported earnings, excluding discontinued operations and extraordinary items.