SkyOak Wealth LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.4% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 519,061 shares of the company’s stock after purchasing an additional 22,074 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 5.4% of SkyOak Wealth LLC’s investment portfolio, making the stock its biggest holding. SkyOak Wealth LLC owned approximately 0.09% of SPDR Portfolio S&P 500 Value ETF worth $29,368,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also bought and sold shares of SPYV. Topsail Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 5.3% in the 1st quarter. Topsail Wealth Management LLC now owns 3,450 shares of the company’s stock worth $195,000 after buying an additional 175 shares during the period. SmartHarvest Portfolios LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.6% in the first quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock valued at $227,000 after acquiring an additional 176 shares in the last quarter. Empirical Asset Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.5% in the fourth quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock valued at $717,000 after acquiring an additional 183 shares in the last quarter. Principle Wealth Partners LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.2% in the fourth quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock worth $268,000 after acquiring an additional 191 shares during the period. Finally, Fiduciary Group LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% during the fourth quarter. Fiduciary Group LLC now owns 5,264 shares of the company’s stock worth $299,000 after purchasing an additional 194 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Up 0.5%
Shares of SPYV opened at $61.60 on Friday. The business’s 50 day moving average is $60.74 and its 200 day moving average is $58.95. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $51.97 and a 12-month high of $62.19. The company has a market capitalization of $35.78 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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