SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Stock Bought by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC grew its holdings in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD) by 7.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 324,630 shares of the company’s stock after purchasing an additional 21,236 shares during the period. SPDR Portfolio S&P 400 Mid Cap ETF comprises 1.6% of Shepherd Financial Partners LLC’s portfolio, making the stock its 15th largest holding. Shepherd Financial Partners LLC’s holdings in SPDR Portfolio S&P 400 Mid Cap ETF were worth $20,465,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Valmark Advisers Inc. lifted its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 2.5% in the first quarter. Valmark Advisers Inc. now owns 7,215,287 shares of the company’s stock worth $427,289,000 after purchasing an additional 173,551 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 8.2% during the second quarter. Envestnet Asset Management Inc. now owns 4,488,056 shares of the company’s stock worth $303,213,000 after purchasing an additional 340,186 shares during the period. Wealthcare Advisory Partners LLC boosted its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 4.1% during the second quarter. Wealthcare Advisory Partners LLC now owns 1,230,591 shares of the company’s stock worth $83,139,000 after purchasing an additional 48,386 shares during the period. Koss Olinger Consulting LLC grew its position in SPDR Portfolio S&P 400 Mid Cap ETF by 20.2% during the first quarter. Koss Olinger Consulting LLC now owns 1,063,343 shares of the company’s stock valued at $62,971,000 after purchasing an additional 178,947 shares in the last quarter. Finally, Greenleaf Trust purchased a new position in SPDR Portfolio S&P 400 Mid Cap ETF during the third quarter valued at approximately $65,741,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

SPDR Portfolio S&P 400 Mid Cap ETF Stock Performance

SPDR Portfolio S&P 400 Mid Cap ETF stock opened at $63.17 on Friday. The firm has a market cap of $18.39 billion, a PE ratio of 4.44 and a beta of 1.01. The firm’s 50 day moving average price is $64.38 and its two-hundred day moving average price is $64.06. SPDR Portfolio S&P 400 Mid Cap ETF has a twelve month low of $54.53 and a twelve month high of $68.97.

About SPDR Portfolio S&P 400 Mid Cap ETF

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.