Clear Retirement Advice LLC Takes Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Clear Retirement Advice LLC acquired a new position 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 and Exchange Commission (SEC). The institutional investor acquired 77,367 shares of the company’s stock, valued at approximately $4,537,000. SPDR Portfolio S&P 500 Value ETF makes up about 3.6% of Clear Retirement Advice LLC’s portfolio, making the stock its 11th largest holding.

Several other large investors also recently made changes to their positions in the stock. Empirical Asset Management LLC boosted its stake in SPDR Portfolio S&P 500 Value ETF by 1.5% in the 4th quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock worth $717,000 after purchasing an additional 183 shares during the period. Fiduciary Group LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 3.8% during the 3rd quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock worth $281,000 after purchasing an additional 185 shares in the last quarter. Principle Wealth Partners LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.2% in the 4th quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock valued at $268,000 after purchasing an additional 191 shares during the period. Note Advisors LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% in the 3rd quarter. Note Advisors LLC now owns 4,145 shares of the company’s stock valued at $229,000 after purchasing an additional 195 shares during the period. Finally, Hantz Financial Services Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 11.2% in the fourth quarter. Hantz Financial Services Inc. now owns 2,118 shares of the company’s stock valued at $120,000 after purchasing an additional 213 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV stock opened at $60.87 on Friday. The stock has a market capitalization of $34.21 billion, a P/E ratio of 20.50 and a beta of 0.82. The business has a 50-day moving average of $60.01 and a 200-day moving average of $58.51. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $50.82 and a fifty-two week high of $61.87.

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.