Integrated Wealth Concepts LLC lessened its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 8.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,353,074 shares of the company’s stock after selling 129,814 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $82,253,000 at the end of the most recent reporting period.
A number of other institutional investors also recently bought and sold shares of SPYV. Topsail Wealth Management LLC grew its stake 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 period. SmartHarvest Portfolios LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 4.6% during the first quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock valued at $227,000 after buying an additional 176 shares during the period. Cornerstone Advisors Asset Management LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 0.4% during the second quarter. Cornerstone Advisors Asset Management LLC now owns 40,248 shares of the company’s stock valued at $2,447,000 after buying an additional 178 shares during the period. Empirical Asset Management LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 1.5% during the fourth quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock valued at $717,000 after buying an additional 183 shares during the last quarter. Finally, Principle Wealth Partners LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 4.2% during the fourth quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock valued at $268,000 after buying an additional 191 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 0.6%
SPYV opened at $63.06 on Wednesday. The firm’s 50 day simple moving average is $62.65 and its two-hundred day simple moving average is $60.38. The company has a market capitalization of $36.76 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $53.94 and a 1-year high of $64.26.
SPDR Portfolio S&P 500 Value ETF 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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