Francis Financial Inc. acquired a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 50,215 shares of the company’s stock, valued at approximately $2,853,000. SPDR Portfolio S&P 500 Value ETF comprises approximately 0.6% of Francis Financial Inc.’s investment portfolio, making the stock its 29th biggest holding.
Several other hedge funds have also recently added to or reduced their stakes in the company. Financial Engines Advisors L.L.C. raised its stake in SPDR Portfolio S&P 500 Value ETF by 0.8% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock valued at $4,522,086,000 after purchasing an additional 642,820 shares during the last quarter. Allworth Financial LP raised its stake in SPDR Portfolio S&P 500 Value ETF by 2.0% in the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock valued at $1,118,890,000 after purchasing an additional 382,214 shares during the last quarter. Valmark Advisers Inc. raised its stake in SPDR Portfolio S&P 500 Value ETF by 2.7% in the 4th quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock valued at $496,528,000 after purchasing an additional 231,888 shares during the last quarter. Ameriprise Financial Inc. raised its stake in SPDR Portfolio S&P 500 Value ETF by 3.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock valued at $474,565,000 after purchasing an additional 304,642 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its stake in SPDR Portfolio S&P 500 Value ETF by 3.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 7,456,598 shares of the company’s stock valued at $412,574,000 after purchasing an additional 264,960 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Stock Performance
NYSEARCA SPYV opened at $60.69 on Friday. The business has a fifty day moving average price of $59.20 and a 200 day moving average price of $58.17. SPDR Portfolio S&P 500 Value ETF has a one year low of $50.82 and a one year high of $61.49. The company has a market cap of $34.10 billion, a P/E ratio of 20.50 and a beta of 0.82.
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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