Intergy Private Wealth LLC decreased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 9.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 99,264 shares of the company’s stock after selling 10,880 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 1.6% of Intergy Private Wealth LLC’s investment portfolio, making the stock its 15th largest position. Intergy Private Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $5,616,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Financial Engines Advisors L.L.C. lifted its position in SPDR Portfolio S&P 500 Value ETF by 0.8% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after buying an additional 642,820 shares in the last quarter. Morgan Stanley grew its holdings in SPDR Portfolio S&P 500 Value ETF by 120.2% during the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock worth $1,121,873,000 after acquiring an additional 10,778,683 shares during the last quarter. Allworth Financial LP increased its position 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 acquiring an additional 382,214 shares in the last quarter. Valmark Advisers Inc. increased its position 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 acquiring an additional 231,888 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the third quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock worth $474,565,000 after acquiring an additional 304,642 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 0.2%
Shares of NYSEARCA SPYV opened at $60.73 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $50.82 and a 1-year high of $61.87. The company has a 50-day moving average of $60.12 and a two-hundred day moving average of $58.57. The company has a market cap of $34.13 billion, a PE ratio of 20.50 and a beta of 0.82.
About SPDR Portfolio S&P 500 Value ETF
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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