SilverOak Wealth Management LLC grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 348,660 shares of the company’s stock after buying an additional 33,684 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up approximately 3.8% of SilverOak Wealth Management LLC’s portfolio, making the stock its 7th largest position. SilverOak Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $17,830,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. CENTRAL TRUST Co lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 199.4% in the 3rd quarter. CENTRAL TRUST Co now owns 491 shares of the company’s stock valued at $26,000 after acquiring an additional 327 shares in the last quarter. Park Place Capital Corp acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $31,000. Legacy Investment Solutions LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter valued at $37,000. MassMutual Private Wealth & Trust FSB acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth $44,000. Finally, Crewe Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 136.9% during the fourth quarter. Crewe Advisors LLC now owns 969 shares of the company’s stock valued at $50,000 after buying an additional 560 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Up 0.5 %
NYSEARCA:SPYV opened at $52.96 on Wednesday. The business’s fifty day moving average price is $52.07 and its 200 day moving average price is $52.42. The firm has a market capitalization of $22.95 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $47.22 and a 1-year high of $55.42.
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.
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