Wells Financial Advisors INC Has $2.29 Million Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Wells Financial Advisors INC reduced its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 43,730 shares of the company’s stock after selling 1,255 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 3.1% of Wells Financial Advisors INC’s portfolio, making the stock its 13th largest position. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,289,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in SPYV. Elite Financial Inc. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at about $25,000. Fiduciary Advisors Inc. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at $26,000. Tompkins Financial Corp boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4,681.8% in the 2nd quarter. Tompkins Financial Corp now owns 526 shares of the company’s stock valued at $28,000 after purchasing an additional 515 shares in the last quarter. Headlands Technologies LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $29,000. Finally, VSM Wealth Advisory LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $30,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:SPYV opened at $54.27 on Monday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $56.03. The company’s fifty day moving average is $54.49 and its 200-day moving average is $52.03. The company has a market capitalization of $29.16 billion, a PE ratio of 20.50 and a beta of 0.94.

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.