SPDR Portfolio S&P 500 Value ETF $SPYV Shares Purchased by Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 5.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,410,365 shares of the company’s stock after buying an additional 116,447 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 4.7% of Gerber Kawasaki Wealth & Investment Management’s holdings, making the stock its 3rd largest position. Gerber Kawasaki Wealth & Investment Management owned approximately 0.43% of SPDR Portfolio S&P 500 Value ETF worth $136,933,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Financial Engines Advisors L.L.C. boosted 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 last quarter. Allworth Financial LP boosted 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 last quarter. Valmark Advisers Inc. boosted 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 last quarter. Ameriprise Financial Inc. boosted 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 last quarter. Finally, JPMorgan Chase & Co. boosted 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 last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $61.27 on Friday. The firm has a 50-day moving average of $59.66 and a 200-day moving average of $58.36. SPDR Portfolio S&P 500 Value ETF has a one year low of $50.82 and a one year high of $61.49. The company has a market cap of $34.43 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.