Simplicity Wealth LLC Has $3.19 Million Position in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD

Simplicity Wealth LLC lifted its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD) by 17.6% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 53,952 shares of the company’s stock after purchasing an additional 8,065 shares during the period. Simplicity Wealth LLC’s holdings in SPDR Portfolio S&P 400 Mid Cap ETF were worth $3,195,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Creative Planning lifted its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 5.9% during the third quarter. Creative Planning now owns 87,966,062 shares of the company’s stock worth $5,030,779,000 after purchasing an additional 4,903,905 shares in the last quarter. Auto Owners Insurance Co raised its position in SPDR Portfolio S&P 400 Mid Cap ETF by 7,307.1% in the 4th quarter. Auto Owners Insurance Co now owns 77,033,600 shares of the company’s stock worth $4,461,016,000 after purchasing an additional 75,993,600 shares during the last quarter. LPL Financial LLC lifted its holdings in SPDR Portfolio S&P 400 Mid Cap ETF by 1.4% during the 4th quarter. LPL Financial LLC now owns 12,844,472 shares of the company’s stock worth $743,823,000 after buying an additional 173,911 shares in the last quarter. Morgan Stanley boosted its position in SPDR Portfolio S&P 400 Mid Cap ETF by 208.0% in the 4th quarter. Morgan Stanley now owns 9,824,255 shares of the company’s stock valued at $568,923,000 after buying an additional 6,634,293 shares during the last quarter. Finally, Valmark Advisers Inc. boosted its position in SPDR Portfolio S&P 400 Mid Cap ETF by 3.0% in the 4th quarter. Valmark Advisers Inc. now owns 7,041,736 shares of the company’s stock valued at $407,787,000 after buying an additional 204,651 shares during the last quarter. 61.70% of the stock is owned by institutional investors.

SPDR Portfolio S&P 400 Mid Cap ETF Price Performance

Shares of SPMD stock traded down $0.05 on Friday, reaching $66.29. 1,339,991 shares of the stock were exchanged, compared to its average volume of 2,655,365. The stock has a 50 day moving average price of $65.50 and a 200 day moving average price of $62.58. SPDR Portfolio S&P 400 Mid Cap ETF has a one year low of $53.73 and a one year high of $67.68. The stock has a market cap of $18.11 billion, a PE ratio of 4.66 and a beta of 1.00.

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.