Curtis Wealth Management LLC Purchases Shares of 101,077 SPDR Portfolio S&P 500 Value ETF $SPYV

Curtis Wealth Management LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 101,077 shares of the company’s stock, valued at approximately $5,879,000. SPDR Portfolio S&P 500 Value ETF accounts for approximately 5.2% of Curtis Wealth Management LLC’s investment portfolio, making the stock its 5th largest position.

Several other hedge funds have also bought and sold shares of the stock. Empirical Asset Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.5% in the fourth quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock valued at $717,000 after acquiring an additional 183 shares in the last quarter. Fiduciary Group LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% in the third quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock valued at $281,000 after acquiring an additional 185 shares in the last quarter. Principle Wealth Partners LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.2% in the fourth quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock valued at $268,000 after acquiring an additional 191 shares in the last quarter. Note Advisors LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% in the third quarter. Note Advisors LLC now owns 4,145 shares of the company’s stock valued at $229,000 after acquiring an additional 195 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% in the third quarter. Signature Estate & Investment Advisors LLC now owns 5,283 shares of the company’s stock valued at $292,000 after acquiring an additional 197 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 1.1%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $60.69 on Friday. The stock’s 50-day simple moving average is $59.20 and its 200-day simple moving average is $58.17. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $50.82 and a 52 week high of $61.49. The company has a market capitalization of $34.10 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82.

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.