SPDR Portfolio S&P 500 Value ETF $SPYV Stock Position Lessened by KWB Wealth

KWB Wealth decreased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,356,608 shares of the company’s stock after selling 8,680 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 7.1% of KWB Wealth’s investment portfolio, making the stock its 3rd biggest position. KWB Wealth owned about 0.23% of SPDR Portfolio S&P 500 Value ETF worth $82,929,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in SPYV. Avior Wealth Management LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth about $46,088,000. Waller Financial Planning Group Inc. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 6.2% in the 3rd quarter. Waller Financial Planning Group Inc. now owns 613,847 shares of the company’s stock valued at $37,524,000 after purchasing an additional 36,059 shares during the period. Rockefeller Capital Management L.P. grew its position 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 worth $15,797,000 after purchasing an additional 18,366 shares in the last quarter. Tidal Investments LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 45.2% during the 2nd quarter. Tidal Investments LLC now owns 29,874 shares of the company’s stock worth $1,816,000 after purchasing an additional 9,296 shares in the last quarter. Finally, Hsbc Holdings PLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 26.6% during the 4th quarter. Hsbc Holdings PLC now owns 198,294 shares of the company’s stock worth $11,265,000 after purchasing an additional 41,670 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.1%

Shares of SPYV traded down $0.05 during mid-day trading on Friday, hitting $63.07. 3,028,927 shares of the company’s stock were exchanged, compared to its average volume of 2,889,080. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $54.44 and a 52 week high of $64.26. The stock’s 50-day simple moving average is $62.80 and its 200-day simple moving average is $61.25. The firm has a market cap of $36.92 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82.

About SPDR Portfolio S&P 500 Value ETF

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.