Impact Partnership Wealth LLC Invests $850,000 in SPDR Portfolio S&P 500 Value ETF $SPYV

Impact Partnership Wealth LLC bought a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 14,960 shares of the company’s stock, valued at approximately $850,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Koss Olinger Consulting LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 5.5% in the fourth quarter. Koss Olinger Consulting LLC now owns 691,510 shares of the company’s stock worth $39,285,000 after acquiring an additional 36,346 shares during the last quarter. Valpey Financial Services LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 5,865.0% in the 4th quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock valued at $121,193,000 after buying an additional 2,097,544 shares during the last quarter. Basepoint Wealth LLC bought a new position in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at approximately $95,000. Northwestern Mutual Wealth Management Co. raised its holdings in SPDR Portfolio S&P 500 Value ETF by 8.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,098,138 shares of the company’s stock valued at $119,195,000 after buying an additional 168,784 shares during the last quarter. Finally, Foundations Investment Advisors LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 1.3% in the 4th quarter. Foundations Investment Advisors LLC now owns 109,113 shares of the company’s stock valued at $6,199,000 after buying an additional 1,411 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $61.05 on Friday. The company has a 50 day simple moving average of $58.74 and a 200 day simple moving average of $58.01. The firm has a market cap of $34.31 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $50.27 and a 1 year high of $61.33.

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. 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.