SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by Valtinson Bruner Financial Planning LLC

Valtinson Bruner Financial Planning LLC grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 218,468 shares of the company’s stock after buying an additional 460 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 3.9% of Valtinson Bruner Financial Planning LLC’s holdings, making the stock its 6th largest holding. Valtinson Bruner Financial Planning LLC owned approximately 0.05% of SPDR Portfolio S&P 500 Value ETF worth $11,172,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Park Place Capital Corp acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at $31,000. Lindbrook Capital LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 224.8% in the fourth quarter. Lindbrook Capital LLC now owns 695 shares of the company’s stock valued at $36,000 after buying an additional 481 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth $37,000. MassMutual Private Wealth & Trust FSB purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $44,000. Finally, Crewe Advisors LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 136.9% during the 4th quarter. Crewe Advisors LLC now owns 969 shares of the company’s stock worth $50,000 after purchasing an additional 560 shares during the period.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $50.61 on Friday. The stock’s 50-day moving average is $52.05 and its two-hundred day moving average is $52.59. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $47.22 and a 1-year high of $55.42. The company has a market cap of $24.78 billion, a price-to-earnings ratio of 21.43 and a beta of 0.93.

SPDR Portfolio S&P 500 Value ETF 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.