Intrua Financial LLC lessened its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 32.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 23,999 shares of the company’s stock after selling 11,641 shares during the quarter. Intrua Financial LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,363,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in the business. Aegis Wealth Management Inc. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth $630,000. Rossmore Private Capital lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 51.2% during the 4th quarter. Rossmore Private Capital now owns 12,093 shares of the company’s stock worth $687,000 after purchasing an additional 4,094 shares during the period. Soltis Investment Advisors LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 53.2% during the 4th quarter. Soltis Investment Advisors LLC now owns 9,170 shares of the company’s stock worth $521,000 after purchasing an additional 3,186 shares during the period. Arbor Trust Wealth Advisors LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% during the 4th quarter. Arbor Trust Wealth Advisors LLC now owns 117,348 shares of the company’s stock worth $6,667,000 after purchasing an additional 1,949 shares during the period. Finally, WealthPlan Investment Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 45.3% during the 4th quarter. WealthPlan Investment Management LLC now owns 8,383 shares of the company’s stock worth $476,000 after purchasing an additional 2,613 shares during the period.
SPDR Portfolio S&P 500 Value ETF Price Performance
SPYV stock opened at $59.88 on Monday. The company has a market cap of $33.65 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The business has a fifty day simple moving average of $58.06 and a 200-day simple moving average of $57.68. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $49.68 and a 52 week high of $60.51.
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.
Featured Articles
- Five stocks we like better than SPDR Portfolio S&P 500 Value ETF
- Robinhood, SoFi, and Webull Are Telling Very Different Stories
- As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants In
- Target the Red-Hot Spin-Off and Merger Space With These ETFs
- Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes
Receive News & Ratings for SPDR Portfolio S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SPDR Portfolio S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
