Bordeaux Wealth Advisors LLC Has $9.73 Million Stock Holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Bordeaux Wealth Advisors LLC reduced its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 1.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 19,184 shares of the exchange traded fund’s stock after selling 295 shares during the quarter. SPDR S&P MidCap 400 ETF Trust accounts for about 3.3% of Bordeaux Wealth Advisors LLC’s holdings, making the stock its 8th biggest holding. Bordeaux Wealth Advisors LLC’s holdings in SPDR S&P MidCap 400 ETF Trust were worth $9,734,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of MDY. Osborne Partners Capital Management LLC raised its position in SPDR S&P MidCap 400 ETF Trust by 0.9% in the fourth quarter. Osborne Partners Capital Management LLC now owns 2,292 shares of the exchange traded fund’s stock valued at $1,163,000 after purchasing an additional 20 shares during the last quarter. CX Institutional raised its position in SPDR S&P MidCap 400 ETF Trust by 0.8% in the fourth quarter. CX Institutional now owns 2,493 shares of the exchange traded fund’s stock valued at $1,265,000 after purchasing an additional 21 shares during the last quarter. Warner Financial Inc. raised its position in SPDR S&P MidCap 400 ETF Trust by 1.0% in the fourth quarter. Warner Financial Inc. now owns 2,182 shares of the exchange traded fund’s stock valued at $1,107,000 after purchasing an additional 21 shares during the last quarter. MGO One Seven LLC raised its position in SPDR S&P MidCap 400 ETF Trust by 1.2% in the third quarter. MGO One Seven LLC now owns 1,930 shares of the exchange traded fund’s stock valued at $881,000 after purchasing an additional 23 shares during the last quarter. Finally, Orion Portfolio Solutions LLC raised its position in SPDR S&P MidCap 400 ETF Trust by 2.3% in the third quarter. Orion Portfolio Solutions LLC now owns 1,037 shares of the exchange traded fund’s stock valued at $474,000 after purchasing an additional 23 shares during the last quarter.

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

SPDR S&P MidCap 400 ETF Trust stock traded up $6.85 during trading hours on Thursday, hitting $530.06. The stock had a trading volume of 716,716 shares, compared to its average volume of 945,143. The stock has a market cap of $21.57 billion, a price-to-earnings ratio of 15.15 and a beta of 1.09. SPDR S&P MidCap 400 ETF Trust has a one year low of $424.22 and a one year high of $558.34. The business’s 50 day simple moving average is $535.39 and its 200-day simple moving average is $501.15.

SPDR S&P MidCap 400 ETF Trust Company 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.