SPDR Portfolio S&P 500 Value ETF $SPYV Holdings Increased by Balanced Wealth Group LLC

Balanced Wealth Group LLC increased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 790,564 shares of the company’s stock after purchasing an additional 22,585 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 16.0% of Balanced Wealth Group LLC’s portfolio, making the stock its largest position. Balanced Wealth Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $43,776,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SPYV. JT Stratford LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 0.4% in the 2nd quarter. JT Stratford LLC now owns 47,303 shares of the company’s stock worth $2,476,000 after buying an additional 185 shares in the last quarter. Fiduciary Group LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% during 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. Altfest L J & Co. Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.8% during the third quarter. Altfest L J & Co. Inc. now owns 10,499 shares of the company’s stock valued at $581,000 after acquiring an additional 186 shares in the last quarter. Note Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% during the third quarter. Note Advisors LLC now owns 4,145 shares of the company’s stock worth $229,000 after acquiring an additional 195 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% during the third quarter. Signature Estate & Investment Advisors LLC now owns 5,283 shares of the company’s stock worth $292,000 after acquiring an additional 197 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $56.29 on Friday. The stock has a market cap of $31.37 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a one year low of $44.39 and a one year high of $59.75. The business’s 50-day simple moving average is $58.19 and its 200 day simple moving average is $56.84.

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.