Occidental Asset Management LLC Sells 11,160 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Occidental Asset Management LLC decreased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 9.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 102,163 shares of the company’s stock after selling 11,160 shares during the period. Occidental Asset Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $5,225,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Empirical Asset Management LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 23.7% in the 4th quarter. Empirical Asset Management LLC now owns 9,560 shares of the company’s stock worth $489,000 after buying an additional 1,829 shares in the last quarter. Harbor Group Inc. grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 2.3% in the fourth quarter. Harbor Group Inc. now owns 443,828 shares of the company’s stock worth $22,697,000 after acquiring an additional 9,980 shares during the period. Heritage Family Offices LLP bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth $298,000. Essex Savings Bank lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 32.2% in the fourth quarter. Essex Savings Bank now owns 5,968 shares of the company’s stock valued at $305,000 after acquiring an additional 1,455 shares during the period. Finally, ERn Financial LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 3.7% in the fourth quarter. ERn Financial LLC now owns 541,565 shares of the company’s stock worth $27,696,000 after purchasing an additional 19,312 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.1 %

NYSEARCA SPYV opened at $51.67 on Friday. The company has a 50-day moving average price of $52.86 and a 200-day moving average price of $51.97. The firm has a market capitalization of $22.39 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $45.64 and a 52 week high of $55.42.

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.