Potentia Wealth Raises Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Potentia Wealth boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 455,161 shares of the company’s stock after acquiring an additional 13,826 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises about 9.5% of Potentia Wealth’s portfolio, making the stock its 2nd largest position. Potentia Wealth owned approximately 0.08% of SPDR Portfolio S&P 500 Value ETF worth $25,858,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. AQR Capital Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.9% in the 1st quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock valued at $3,361,000 after buying an additional 8,012 shares in the last quarter. Russell Investments Group Ltd. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 330.6% in the 2nd quarter. Russell Investments Group Ltd. now owns 5,202 shares of the company’s stock valued at $272,000 after buying an additional 3,994 shares in the last quarter. Marshall Wace LLP bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at about $3,008,000. Qube Research & Technologies Ltd boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 28.5% in the 2nd quarter. Qube Research & Technologies Ltd now owns 10,800 shares of the company’s stock valued at $565,000 after buying an additional 2,394 shares in the last quarter. Finally, Peapack Gladstone Financial Corp bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at about $295,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $61.27 on Monday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $50.82 and a fifty-two week high of $61.49. The stock has a market capitalization of $34.43 billion, a P/E ratio of 20.50 and a beta of 0.82. The company’s 50-day simple moving average is $59.66 and its 200-day simple moving average is $58.38.

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.