Captrust Financial Advisors Boosts Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Captrust Financial Advisors grew its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,906 shares of the company’s stock after purchasing an additional 1,661 shares during the quarter. Captrust Financial Advisors’ holdings in SPDR Portfolio S&P 500 Value ETF were worth $3,882,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. KM Capital Management Ltd. increased its holdings in SPDR Portfolio S&P 500 Value ETF by 3.9% in the 4th quarter. KM Capital Management Ltd. now owns 5,068 shares of the company’s stock worth $259,000 after acquiring an additional 192 shares in the last quarter. Mcdonald Partners LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% during the 4th quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after acquiring an additional 208 shares during the period. WealthPlan Investment Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 3.8% in the 4th quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock valued at $302,000 after purchasing an additional 217 shares during the last quarter. Waldron Private Wealth LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.3% in the fourth quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock valued at $917,000 after acquiring an additional 229 shares during the last quarter. Finally, Diversified Enterprises LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 2.4% during the 4th quarter. Diversified Enterprises LLC now owns 11,304 shares of the company’s stock worth $578,000 after purchasing an additional 264 shares during the period.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPYV opened at $49.71 on Friday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $44.39 and a 1-year high of $55.42. The firm has a 50-day simple moving average of $49.40 and a two-hundred day simple moving average of $51.60. The stock has a market cap of $25.02 billion, a PE ratio of 21.00 and a beta of 0.89.

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.