Confluence Wealth Services Inc. Has $461,000 Position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

by · The Cerbat Gem

Confluence Wealth Services Inc. trimmed its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 66.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,805 shares of the company’s stock after selling 11,510 shares during the period. Confluence Wealth Services Inc.’s holdings in SPDR S&P 400 Mid Cap Value ETF were worth $461,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Wealth Enhancement Advisory Services LLC increased its stake in shares of SPDR S&P 400 Mid Cap Value ETF by 7.6% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 6,357,586 shares of the company’s stock valued at $505,174,000 after buying an additional 450,824 shares in the last quarter. Lutz Financial Services LLC grew its holdings in shares of SPDR S&P 400 Mid Cap Value ETF by 1.6% in the 2nd quarter. Lutz Financial Services LLC now owns 676,075 shares of the company’s stock valued at $49,313,000 after buying an additional 10,868 shares during the period. Kestra Advisory Services LLC grew its stake in SPDR S&P 400 Mid Cap Value ETF by 242.0% in the first quarter. Kestra Advisory Services LLC now owns 529,356 shares of the company’s stock valued at $40,231,000 after acquiring an additional 374,595 shares during the period. Strategic Financial Concepts LLC increased its stake in SPDR S&P 400 Mid Cap Value ETF by 7,775.1% during the 2nd quarter. Strategic Financial Concepts LLC now owns 469,671 shares of the company’s stock worth $34,258,000 after purchasing an additional 463,707 shares in the last quarter. Finally, Canandaigua National Bank & Trust Co. raised its holdings in shares of SPDR S&P 400 Mid Cap Value ETF by 5.3% during the third quarter. Canandaigua National Bank & Trust Co. now owns 374,916 shares of the company’s stock worth $29,791,000 after acquiring an additional 18,836 shares during the period.

SPDR S&P 400 Mid Cap Value ETF Price Performance

Shares of SPDR S&P 400 Mid Cap Value ETF stock opened at $79.55 on Monday. SPDR S&P 400 Mid Cap Value ETF has a one year low of $61.92 and a one year high of $81.94. The stock’s 50-day moving average is $78.90 and its 200-day moving average is $75.90. The firm has a market cap of $2.67 billion, a price-to-earnings ratio of 14.55 and a beta of 1.11.

About SPDR S&P 400 Mid Cap Value ETF

(Free Report)

SPDR S&P 400 Mid Cap Value ETF seeks to closely match the returns and characteristics of the S&P Mid Cap 400 Value Index. The S&P MidCap 400 Value Index measures the performance of the mid-capitalization value sector in the United States equity market. The Index consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest value characteristics based on book value to price ratio; earnings to price ratio, and sales to price ratio.

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