Balanced Wealth Group LLC Has $11.01 Million Stake in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Balanced Wealth Group LLC boosted its position in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG) by 7.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 123,279 shares of the company’s stock after purchasing an additional 8,694 shares during the period. SPDR S&P 400 Mid CapGrowth ETF comprises about 4.9% of Balanced Wealth Group LLC’s investment portfolio, making the stock its 6th biggest position. Balanced Wealth Group LLC owned 0.35% of SPDR S&P 400 Mid CapGrowth ETF worth $11,014,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Private Trust Co. NA lifted its holdings in SPDR S&P 400 Mid CapGrowth ETF by 6.4% during the 4th quarter. Private Trust Co. NA now owns 2,065 shares of the company’s stock valued at $179,000 after purchasing an additional 125 shares during the last quarter. Willner & Heller LLC raised its stake in shares of SPDR S&P 400 Mid CapGrowth ETF by 2.0% in the fourth quarter. Willner & Heller LLC now owns 7,853 shares of the company’s stock worth $682,000 after acquiring an additional 152 shares during the last quarter. Nwam LLC raised its stake in shares of SPDR S&P 400 Mid CapGrowth ETF by 2.6% in the fourth quarter. Nwam LLC now owns 7,218 shares of the company’s stock worth $627,000 after acquiring an additional 185 shares during the last quarter. US Bancorp DE raised its stake in shares of SPDR S&P 400 Mid CapGrowth ETF by 9.2% in the third quarter. US Bancorp DE now owns 2,204 shares of the company’s stock worth $193,000 after acquiring an additional 186 shares during the last quarter. Finally, Pathstone Holdings LLC raised its stake in shares of SPDR S&P 400 Mid CapGrowth ETF by 0.3% in the third quarter. Pathstone Holdings LLC now owns 73,138 shares of the company’s stock worth $6,417,000 after acquiring an additional 206 shares during the last quarter.

SPDR S&P 400 Mid CapGrowth ETF Trading Up 0.2 %

Shares of NYSEARCA MDYG opened at $79.43 on Thursday. The company has a market cap of $2.51 billion, a PE ratio of 21.05 and a beta of 1.12. The company has a 50-day moving average of $87.58 and a two-hundred day moving average of $88.39. SPDR S&P 400 Mid CapGrowth ETF has a 1-year low of $78.72 and a 1-year high of $95.51.

SPDR S&P 400 Mid CapGrowth ETF Company Profile

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