Lutz Financial Services LLC grew its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 5.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,387,903 shares of the company’s stock after acquiring an additional 121,475 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises about 9.2% of Lutz Financial Services LLC’s portfolio, making the stock its 2nd biggest position. Lutz Financial Services LLC owned approximately 0.43% of SPDR Portfolio S&P 500 Value ETF worth $135,657,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also recently made changes to their positions in the stock. Key Capital Management INC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at about $25,000. Highline Wealth Partners LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 229.2% during the fourth quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock valued at $26,000 after purchasing an additional 314 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at about $26,000. Abich Financial Wealth Management LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at about $27,000. Finally, Triumph Capital Management bought a new stake in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at about $30,000.
SPDR Portfolio S&P 500 Value ETF Stock Performance
NYSEARCA:SPYV opened at $60.24 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $49.68 and a fifty-two week high of $60.51. The stock has a market capitalization of $33.85 billion, a P/E ratio of 20.50 and a beta of 0.82. The company’s 50-day simple moving average is $58.09 and its 200-day simple moving average is $57.70.
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. 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.
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