SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) is Optimist Retirement Group LLC’s 5th Largest Position

Optimist Retirement Group LLC grew its position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 134,278 shares of the company’s stock after buying an additional 5,757 shares during the quarter. SPDR S&P 600 Small CapValue ETF makes up approximately 5.5% of Optimist Retirement Group LLC’s portfolio, making the stock its 5th largest position. Optimist Retirement Group LLC’s holdings in SPDR S&P 600 Small CapValue ETF were worth $11,716,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in SLYV. Stifel Financial Corp boosted its stake in SPDR S&P 600 Small CapValue ETF by 2.3% in the 3rd quarter. Stifel Financial Corp now owns 4,887 shares of the company’s stock worth $424,000 after purchasing an additional 111 shares during the period. Red Tortoise LLC lifted its holdings in shares of SPDR S&P 600 Small CapValue ETF by 1.3% in the fourth quarter. Red Tortoise LLC now owns 9,204 shares of the company’s stock valued at $803,000 after purchasing an additional 117 shares in the last quarter. Willner & Heller LLC lifted its holdings in shares of SPDR S&P 600 Small CapValue ETF by 3.7% in the fourth quarter. Willner & Heller LLC now owns 3,708 shares of the company’s stock valued at $324,000 after purchasing an additional 134 shares in the last quarter. Swmg LLC boosted its position in shares of SPDR S&P 600 Small CapValue ETF by 3.6% in the third quarter. Swmg LLC now owns 3,924 shares of the company’s stock worth $361,000 after buying an additional 136 shares during the period. Finally, Global Retirement Partners LLC grew its holdings in shares of SPDR S&P 600 Small CapValue ETF by 1.5% during the third quarter. Global Retirement Partners LLC now owns 9,059 shares of the company’s stock valued at $787,000 after buying an additional 138 shares in the last quarter.

SPDR S&P 600 Small CapValue ETF Trading Up 0.6 %

Shares of SPDR S&P 600 Small CapValue ETF stock opened at $88.81 on Thursday. SPDR S&P 600 Small CapValue ETF has a 1 year low of $75.79 and a 1 year high of $96.14. The company has a market cap of $4.24 billion, a P/E ratio of 12.27 and a beta of 1.17. The stock has a 50-day moving average price of $89.66 and a 200 day moving average price of $87.43.

SPDR S&P 600 Small CapValue ETF Company Profile

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics.