SPDR Portfolio S&P 500 Value ETF $SPYV Position Boosted by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 234.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 569,686 shares of the company’s stock after purchasing an additional 399,501 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 7.2% of Waller Financial Planning Group Inc.’s portfolio, making the stock its 4th largest position. Waller Financial Planning Group Inc. owned 0.10% of SPDR Portfolio S&P 500 Value ETF worth $32,364,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in SPYV. Farther Finance Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.8% in the third quarter. Farther Finance Advisors LLC now owns 176,237 shares of the company’s stock worth $9,751,000 after purchasing an additional 21,383 shares during the last quarter. ERn Financial LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 11.2% during the 3rd quarter. ERn Financial LLC now owns 644,527 shares of the company’s stock valued at $35,662,000 after buying an additional 64,828 shares during the last quarter. Destiny Capital Corp CO raised its holdings in SPDR Portfolio S&P 500 Value ETF by 7.4% during the 3rd quarter. Destiny Capital Corp CO now owns 357,542 shares of the company’s stock valued at $19,783,000 after buying an additional 24,508 shares during the last quarter. AE Wealth Management LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 19.5% during the 3rd quarter. AE Wealth Management LLC now owns 3,117,992 shares of the company’s stock valued at $172,519,000 after buying an additional 509,151 shares during the period. Finally, Asempa Wealth Advisors purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $945,000.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.5%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $56.29 on Friday. The company’s fifty day simple moving average is $58.19 and its two-hundred day simple moving average is $56.84. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $44.39 and a 12-month high of $59.75. The firm has a market cap of $31.37 billion, a PE ratio of 20.50 and a beta of 0.89.

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.