Lutz Financial Services LLC Has $137.75 Million Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Lutz Financial Services LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,434,676 shares of the company’s stock after acquiring an additional 46,773 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 9.3% of Lutz Financial Services LLC’s holdings, making the stock its 2nd biggest position. Lutz Financial Services LLC owned 0.43% of SPDR Portfolio S&P 500 Value ETF worth $137,754,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Key Capital Management INC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at approximately $25,000. Highline Wealth Partners LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 229.2% during the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock valued at $26,000 after buying an additional 314 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new position in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at approximately $26,000. Meramec Financial Planners LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $28,000. Finally, Triumph Capital Management acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter worth about $30,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.2%

Shares of SPYV stock opened at $61.84 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $51.97 and a 12-month high of $62.19. The company has a market capitalization of $35.96 billion, a P/E ratio of 20.50 and a beta of 0.82. The business’s 50 day moving average is $60.84 and its two-hundred day moving average is $59.02.

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.