Inspirion Wealth Advisors LLC decreased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 33.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 201,179 shares of the company’s stock after selling 98,929 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 1.4% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 19th biggest position. Inspirion Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $12,272,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of the business. Rockefeller Capital Management L.P. raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 7.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 278,065 shares of the company’s stock valued at $15,797,000 after buying an additional 18,366 shares in the last quarter. OLD National Bancorp IN boosted its stake in SPDR Portfolio S&P 500 Value ETF by 2.2% in the fourth quarter. OLD National Bancorp IN now owns 1,661,688 shares of the company’s stock worth $94,400,000 after buying an additional 36,118 shares in the last quarter. Vicus Capital grew its position in SPDR Portfolio S&P 500 Value ETF by 4.1% during the fourth quarter. Vicus Capital now owns 731,625 shares of the company’s stock valued at $41,564,000 after acquiring an additional 28,653 shares during the last quarter. Destiny Capital Corp CO grew its position in SPDR Portfolio S&P 500 Value ETF by 3.5% during the fourth quarter. Destiny Capital Corp CO now owns 370,227 shares of the company’s stock valued at $21,033,000 after acquiring an additional 12,685 shares during the last quarter. Finally, CarsonAllaria Wealth Management Ltd. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.0% during the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 407,450 shares of the company’s stock worth $23,147,000 after acquiring an additional 11,957 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Stock Performance
Shares of SPYV opened at $63.00 on Thursday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $52.53 and a fifty-two week high of $63.32. The firm has a market cap of $36.73 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The firm has a 50 day moving average price of $61.42 and a 200-day moving average price of $59.56.
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.
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