Valtinson Bruner Financial Planning LLC Has $12.40 Million Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Valtinson Bruner Financial Planning LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 6.6% in the second quarter, Holdings Channel reports. The institutional investor owned 236,858 shares of the company’s stock after acquiring an additional 14,567 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises about 3.9% of Valtinson Bruner Financial Planning LLC’s portfolio, making the stock its 8th biggest holding. Valtinson Bruner Financial Planning LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $12,397,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in SPYV. Financial Engines Advisors L.L.C. increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% in the 1st quarter. Financial Engines Advisors L.L.C. now owns 78,809,775 shares of the company’s stock worth $4,024,815,000 after purchasing an additional 595,377 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 11.8% during the first quarter. Ameriprise Financial Inc. now owns 8,980,322 shares of the company’s stock valued at $458,755,000 after purchasing an additional 949,699 shares during the period. Valmark Advisers Inc. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 4.1% during the second quarter. Valmark Advisers Inc. now owns 8,271,615 shares of the company’s stock valued at $432,936,000 after purchasing an additional 326,580 shares during the period. JPMorgan Chase & Co. increased its position in SPDR Portfolio S&P 500 Value ETF by 25.0% in the first quarter. JPMorgan Chase & Co. now owns 6,800,995 shares of the company’s stock worth $347,327,000 after buying an additional 1,360,243 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.3% in the first quarter. Raymond James Financial Inc. now owns 5,740,575 shares of the company’s stock worth $293,171,000 after buying an additional 237,417 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.6%

SPYV stock opened at $55.45 on Friday. The business’s 50-day moving average price is $55.22 and its 200-day moving average price is $53.00. The stock has a market cap of $29.97 billion, a P/E ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $44.39 and a twelve month high of $56.75.

SPDR Portfolio S&P 500 Value ETF Company 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.