Barrett & Company Inc. Increases Holdings in SPDR S&P MidCap 400 ETF Trust $MDY

Barrett & Company Inc. increased its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 13.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,297 shares of the exchange traded fund’s stock after buying an additional 1,089 shares during the quarter. SPDR S&P MidCap 400 ETF Trust accounts for 1.9% of Barrett & Company Inc.’s portfolio, making the stock its 14th largest position. Barrett & Company Inc.’s holdings in SPDR S&P MidCap 400 ETF Trust were worth $5,542,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bailard Inc. grew its stake in shares of SPDR S&P MidCap 400 ETF Trust by 5.5% during the second quarter. Bailard Inc. now owns 6,731 shares of the exchange traded fund’s stock valued at $3,813,000 after buying an additional 350 shares during the last quarter. First Horizon Corp purchased a new stake in SPDR S&P MidCap 400 ETF Trust during the 3rd quarter valued at about $6,724,000. 1ST Source Bank grew its position in SPDR S&P MidCap 400 ETF Trust by 0.3% during the 2nd quarter. 1ST Source Bank now owns 36,139 shares of the exchange traded fund’s stock worth $20,472,000 after acquiring an additional 119 shares during the last quarter. Tiller Private Wealth Inc. grew its position in SPDR S&P MidCap 400 ETF Trust by 1.2% during the 2nd quarter. Tiller Private Wealth Inc. now owns 28,354 shares of the exchange traded fund’s stock worth $16,063,000 after acquiring an additional 333 shares during the last quarter. Finally, HB Wealth Management LLC increased its stake in SPDR S&P MidCap 400 ETF Trust by 32.7% in the 3rd quarter. HB Wealth Management LLC now owns 5,135 shares of the exchange traded fund’s stock worth $3,061,000 after purchasing an additional 1,266 shares during the period.

SPDR S&P MidCap 400 ETF Trust Stock Performance

Shares of MDY stock opened at $636.15 on Friday. SPDR S&P MidCap 400 ETF Trust has a fifty-two week low of $458.82 and a fifty-two week high of $648.79. The stock has a 50 day moving average price of $612.41 and a two-hundred day moving average price of $597.87. The company has a market capitalization of $25.12 billion, a P/E ratio of 18.98 and a beta of 1.06.

About SPDR S&P MidCap 400 ETF Trust

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. Its investment sectors include financials, industrials, information technology, consumer discretionary, healthcare and materials.