Founders Financial Securities LLC Raises Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Founders Financial Securities LLC grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,380,276 shares of the company’s stock after purchasing an additional 75,234 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up approximately 4.6% of Founders Financial Securities LLC’s investment portfolio, making the stock its 2nd largest holding. Founders Financial Securities LLC owned 0.25% of SPDR Portfolio S&P 500 Value ETF worth $78,413,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of SPYV. Allworth Financial LP lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 16.1% in the third quarter. Allworth Financial LP now owns 19,313,081 shares of the company’s stock valued at $1,068,593,000 after purchasing an additional 2,682,951 shares in the last quarter. Valpey Financial Services LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 5,865.0% in the fourth quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock valued at $121,193,000 after purchasing an additional 2,097,544 shares in the last quarter. Wellington Management Group LLP bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter valued at about $68,850,000. Corient Private Wealth LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 103.6% in the second quarter. Corient Private Wealth LLC now owns 1,838,839 shares of the company’s stock valued at $96,245,000 after purchasing an additional 935,644 shares in the last quarter. Finally, Willis Johnson & Associates Inc. increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 18.8% in the third quarter. Willis Johnson & Associates Inc. now owns 5,218,947 shares of the company’s stock valued at $288,764,000 after acquiring an additional 826,017 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $61.05 on Friday. The stock’s 50-day simple moving average is $58.74 and its 200 day simple moving average is $58.01. The company has a market cap of $34.31 billion, a P/E ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $50.27 and a 52-week high of $61.33.

SPDR Portfolio S&P 500 Value ETF 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.