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

Montz Harcus Wealth Management LLC boosted its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD) by 7.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 257,179 shares of the company’s stock after purchasing 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 biggest holding. Montz Harcus Wealth Management LLC’s holdings in SPDR Portfolio S&P 400 Mid Cap ETF were worth $17,375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Ascentis Independent Advisors acquired a new stake in SPDR Portfolio S&P 400 Mid Cap ETF in the 1st quarter valued at about $29,000. Realta Investment Advisors grew its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 196.5% during the first quarter. Realta Investment Advisors now owns 513 shares of the company’s stock worth $30,000 after buying an additional 340 shares in the last quarter. Elyxium Wealth LLC purchased a new stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF during the fourth quarter worth approximately $31,000. EverSource Wealth Advisors LLC increased its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 62.5% during the first quarter. EverSource Wealth Advisors LLC now owns 593 shares of the company’s stock worth $35,000 after buying an additional 228 shares during the period. Finally, Headlands Technologies LLC purchased a new stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF during the second quarter worth approximately $38,000. Hedge funds and other institutional investors own 61.70% of the company’s stock.

SPDR Portfolio S&P 400 Mid Cap ETF Stock Up 0.8%

Shares of NYSEARCA:SPMD opened at $66.37 on Friday. 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. The firm’s 50 day moving average price is $66.82 and its 200 day moving average price is $64.32. The stock has a market cap of $18.36 billion, a price-to-earnings ratio of 4.66 and a beta of 1.01.

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.