Francis Financial Inc. Invests $2.85 Million in SPDR Portfolio S&P 500 Value ETF $SPYV

Francis Financial Inc. bought a new position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 50,215 shares of the company’s stock, valued at approximately $2,853,000. SPDR Portfolio S&P 500 Value ETF accounts for approximately 0.6% of Francis Financial Inc.’s holdings, making the stock its 29th biggest position.

Several other large investors have also made changes to their positions in the business. Financial Engines Advisors L.L.C. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after buying an additional 642,820 shares during the period. Allworth Financial LP raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.0% during the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock worth $1,118,890,000 after buying an additional 382,214 shares during the period. Valmark Advisers Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.7% during the 4th quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock worth $496,528,000 after buying an additional 231,888 shares during the period. Ameriprise Financial Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock worth $474,565,000 after buying an additional 304,642 shares during the period. Finally, JPMorgan Chase & Co. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 7,456,598 shares of the company’s stock worth $412,574,000 after buying an additional 264,960 shares during the period.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPYV stock opened at $60.69 on Friday. The company has a market cap of $34.10 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The stock has a 50 day simple moving average of $59.20 and a 200-day simple moving average of $58.17. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $50.82 and a 1-year high of $61.49.

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.