SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Triad Wealth Partners LLC

Triad Wealth Partners LLC trimmed its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 17.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,911 shares of the company’s stock after selling 823 shares during the period. Triad Wealth Partners LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $205,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in SPYV. Tower Wealth Partners Inc. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% during the first quarter. Tower Wealth Partners Inc. now owns 44,623 shares of the company’s stock worth $2,279,000 after purchasing an additional 351 shares in the last quarter. Leicht Financial Planning & Wealth Management Inc. increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.8% in the first quarter. Leicht Financial Planning & Wealth Management Inc. now owns 439,954 shares of the company’s stock worth $22,468,000 after buying an additional 7,699 shares during the last quarter. Buttonwood Financial Group LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the first quarter worth $4,731,000. Rockwood Wealth Management LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 18.8% in the first quarter. Rockwood Wealth Management LLC now owns 5,171 shares of the company’s stock worth $264,000 after buying an additional 819 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.9% during the first quarter. Patriot Financial Group Insurance Agency LLC now owns 11,965 shares of the company’s stock worth $611,000 after purchasing an additional 228 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:SPYV opened at $55.70 on Friday. The stock has a market capitalization of $29.90 billion, a price-to-earnings ratio of 20.50 and a beta of 0.94. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $44.39 and a 1-year high of $55.97. The company’s fifty day moving average is $54.25 and its two-hundred day moving average is $51.88.

About SPDR Portfolio S&P 500 Value ETF

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.