Creative Financial Designs Inc. ADV raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 855,339 shares of the company’s stock after purchasing an additional 29,493 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 3.1% of Creative Financial Designs Inc. ADV’s portfolio, making the stock its largest holding. Creative Financial Designs Inc. ADV owned about 0.15% of SPDR Portfolio S&P 500 Value ETF worth $48,592,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the company. Csenge Advisory Group purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth about $472,000. HighTower Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 2.1% during the 4th quarter. HighTower Advisors LLC now owns 2,540,516 shares of the company’s stock valued at $144,327,000 after buying an additional 52,900 shares during the period. Lutz Financial Services LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 5.4% during the 4th quarter. Lutz Financial Services LLC now owns 2,387,903 shares of the company’s stock valued at $135,657,000 after buying an additional 121,475 shares during the period. Sequent Planning LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 16.2% during the 4th quarter. Sequent Planning LLC now owns 23,551 shares of the company’s stock valued at $1,338,000 after buying an additional 3,283 shares during the period. Finally, Aegis Wealth Management Inc. purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $630,000.
SPDR Portfolio S&P 500 Value ETF Stock Performance
Shares of NYSEARCA:SPYV opened at $60.11 on Wednesday. The company has a market cap of $33.78 billion, a P/E ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a one year low of $49.68 and a one year high of $60.51. The business’s 50-day simple moving average is $58.14 and its 200 day simple moving average is $57.73.
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.
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