RKL Wealth Management LLC bought a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 19,809 shares of the company’s stock, valued at approximately $1,211,000.
Other large investors have also made changes to their positions in the company. Topsail Wealth Management LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 5.3% during the 1st quarter. Topsail Wealth Management LLC now owns 3,450 shares of the company’s stock valued at $195,000 after purchasing an additional 175 shares during the last quarter. SmartHarvest Portfolios LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.6% in the 1st quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock worth $227,000 after purchasing an additional 176 shares during the period. Cornerstone Advisors Asset Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.4% in the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 40,248 shares of the company’s stock worth $2,447,000 after purchasing an additional 178 shares during the period. PMG Wealth Management Inc. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.8% in the first quarter. PMG Wealth Management Inc. now owns 11,068 shares of the company’s stock worth $626,000 after buying an additional 201 shares during the last quarter. Finally, Montz Harcus Wealth Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.4% in the third quarter. Montz Harcus Wealth Management LLC now owns 5,099 shares of the company’s stock worth $312,000 after buying an additional 214 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 0.1%
NYSEARCA SPYV traded down $0.05 during trading hours on Friday, hitting $63.07. 3,028,927 shares of the company’s stock traded hands, compared to its average volume of 2,889,080. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $54.44 and a 52 week high of $64.26. The firm has a market capitalization of $36.92 billion, a P/E ratio of 20.50 and a beta of 0.82. The business’s fifty day moving average price is $62.80 and its two-hundred day moving average price is $61.25.
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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