SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Diversify Wealth Management LLC

Diversify Wealth Management LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 12.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,023,271 shares of the company’s stock after purchasing an additional 112,799 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 3.3% of Diversify Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Diversify Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $57,180,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Vantagepoint Investment Advisers LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth about $246,963,000. Laurel Wealth Advisors LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 5,144.5% in the second quarter. Laurel Wealth Advisors LLC now owns 1,807,047 shares of the company’s stock worth $94,581,000 after buying an additional 1,772,591 shares during the period. Strategic Financial Concepts LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 3,960.9% in the second quarter. Strategic Financial Concepts LLC now owns 989,774 shares of the company’s stock worth $51,805,000 after acquiring an additional 965,401 shares in the last quarter. Corient Private Wealth LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 103.6% during the second quarter. Corient Private Wealth LLC now owns 1,838,839 shares of the company’s stock valued at $96,245,000 after acquiring an additional 935,644 shares during the period. Finally, TIAA Trust National Association lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 30.6% in the 2nd quarter. TIAA Trust National Association now owns 3,823,232 shares of the company’s stock valued at $200,108,000 after acquiring an additional 895,188 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $59.45 on Friday. The company has a 50 day moving average price of $58.22 and a 200 day moving average price of $56.40. The firm has a market capitalization of $33.13 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $59.75.

SPDR Portfolio S&P 500 Value ETF Company Profile

SPDR S&P 500 Value ETF (the Fund), formerly SPDR Dow Jones Large Cap Value ETF, seeks to closely match the returns and characteristics of the S&P 500 Value Index. The S&P 500 Value Index measures the performance of the large-capitalization value sector in the United States equity market. The Index consists of those stocks in the S&P 500 Index exhibiting the strongest value characteristics based on book value to price ratio; earnings to price ratio, and sales to price ratio. The selection universe for the S&P 500 Index includes all United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations of $3.5 billion or more.