EP Wealth Advisors LLC Has $14.24 Million Stock Position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

EP Wealth Advisors LLC cut its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 7.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,062 shares of the exchange traded fund’s stock after selling 2,096 shares during the period. EP Wealth Advisors LLC owned approximately 0.07% of SPDR S&P MidCap 400 ETF Trust worth $14,238,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. West Branch Capital LLC purchased a new position in SPDR S&P MidCap 400 ETF Trust during the fourth quarter worth about $25,000. Hazlett Burt & Watson Inc. grew its stake in SPDR S&P MidCap 400 ETF Trust by 111.1% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 57 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 30 shares during the period. Bruce G. Allen Investments LLC purchased a new stake in shares of SPDR S&P MidCap 400 ETF Trust during the 4th quarter valued at $44,000. Anchor Investment Management LLC bought a new stake in shares of SPDR S&P MidCap 400 ETF Trust during the 4th quarter worth $51,000. Finally, Security National Bank bought a new stake in shares of SPDR S&P MidCap 400 ETF Trust during the 4th quarter worth $51,000.

SPDR S&P MidCap 400 ETF Trust Stock Down 1.3 %

MDY traded down $6.76 during trading on Friday, hitting $530.35. 938,136 shares of the company traded hands, compared to its average volume of 895,396. SPDR S&P MidCap 400 ETF Trust has a one year low of $424.22 and a one year high of $558.34. The stock’s fifty day moving average is $537.50 and its 200 day moving average is $522.00. The firm has a market cap of $20.96 billion, a P/E ratio of 15.70 and a beta of 1.09.

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.