Goldstone Financial Group LLC Has $10.52 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Goldstone Financial Group LLC raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.5% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 205,908 shares of the company’s stock after buying an additional 6,947 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 1.6% of Goldstone Financial Group LLC’s investment portfolio, making the stock its 18th biggest holding. Goldstone Financial Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $10,516,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wood Tarver Financial Group LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $35,000. Lindbrook Capital LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 224.8% in the 4th quarter. Lindbrook Capital LLC now owns 695 shares of the company’s stock valued at $36,000 after buying an additional 481 shares during the last quarter. Deutsche Bank AG increased its stake in SPDR Portfolio S&P 500 Value ETF by 81.3% in the 4th quarter. Deutsche Bank AG now owns 725 shares of the company’s stock valued at $37,000 after buying an additional 325 shares during the last quarter. Angeles Investment Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $41,000. Finally, Global Wealth Strategies & Associates purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at about $51,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $51.23 on Friday. The firm has a market cap of $25.89 billion, a price-to-earnings ratio of 21.00 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $55.42. The firm has a 50-day moving average price of $49.69 and a two-hundred day moving average price of $51.16.

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.