SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by SilverOak Wealth Management LLC

SilverOak Wealth Management LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 6.5% during the 2nd quarter, Holdings Channel.com reports. The fund owned 307,564 shares of the company’s stock after buying an additional 18,725 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 3.6% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. SilverOak Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $14,991,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Brogan Financial Inc. acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth approximately $279,000. Chicago Partners Investment Group LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 2.1% during the 4th quarter. Chicago Partners Investment Group LLC now owns 32,190 shares of the company’s stock worth $1,493,000 after acquiring an additional 665 shares in the last quarter. MGO One Seven LLC lifted its position in SPDR Portfolio S&P 500 Value ETF by 25.3% in the fourth quarter. MGO One Seven LLC now owns 108,470 shares of the company’s stock valued at $5,058,000 after acquiring an additional 21,869 shares during the last quarter. Level Four Advisory Services LLC boosted its stake in SPDR Portfolio S&P 500 Value ETF by 4.3% in the fourth quarter. Level Four Advisory Services LLC now owns 119,601 shares of the company’s stock valued at $5,577,000 after acquiring an additional 4,966 shares in the last quarter. Finally, Founders Financial Alliance LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 7.2% during the fourth quarter. Founders Financial Alliance LLC now owns 13,553 shares of the company’s stock worth $632,000 after purchasing an additional 910 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPYV opened at $52.07 on Friday. SPDR Portfolio S&P 500 Value ETF has a one year low of $39.51 and a one year high of $52.61. The stock has a market capitalization of $22.57 billion, a P/E ratio of 24.09 and a beta of 0.81. The business’s 50-day simple moving average is $50.75 and its 200-day simple moving average is $49.53.

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.