SilverOak Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 416,949 shares of the company’s stock after buying an additional 8,505 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 3.7% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 7th largest position. SilverOak Wealth Management LLC owned approximately 0.07% of SPDR Portfolio S&P 500 Value ETF worth $23,591,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Broussard Financial Group LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 6.4% in the 1st quarter. Broussard Financial Group LLC now owns 102,234 shares of the company’s stock worth $5,784,000 after acquiring an additional 6,149 shares during the last quarter. Cvfg LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the first quarter valued at $4,165,000. Capstone Wealth Management Group LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 6.5% in the 1st quarter. Capstone Wealth Management Group LLC now owns 30,618 shares of the company’s stock valued at $1,732,000 after purchasing an additional 1,873 shares during the period. Navalign LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 2.1% in the 1st quarter. Navalign LLC now owns 345,476 shares of the company’s stock worth $19,547,000 after purchasing an additional 7,219 shares in the last quarter. Finally, ArborFi Advisors LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 1.7% in the 1st quarter. ArborFi Advisors LLC now owns 47,153 shares of the company’s stock worth $2,668,000 after purchasing an additional 810 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 0.1%
NYSEARCA SPYV opened at $61.80 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $51.97 and a 1 year high of $62.19. The company has a market cap of $35.89 billion, a PE ratio of 20.50 and a beta of 0.82. The stock’s 50-day moving average price is $60.65 and its two-hundred day moving average price is $58.89.
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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