Liberty Wealth Management LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 14.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 7,821 shares of the company’s stock after buying an additional 987 shares during the period. Liberty Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $400,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently modified their holdings of SPYV. JPMorgan Chase & Co. increased its stake in SPDR Portfolio S&P 500 Value ETF by 5.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,569,723 shares of the company’s stock worth $294,416,000 after buying an additional 286,795 shares in the last quarter. Hobart Private Capital LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 1.2% during the 4th quarter. Hobart Private Capital LLC now owns 163,808 shares of the company’s stock worth $8,377,000 after buying an additional 1,881 shares in the last quarter. Wrapmanager Inc. increased its stake in SPDR Portfolio S&P 500 Value ETF by 0.6% during the 4th quarter. Wrapmanager Inc. now owns 208,554 shares of the company’s stock worth $10,665,000 after buying an additional 1,214 shares in the last quarter. Trilogy Capital Inc. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 10.4% during the 4th quarter. Trilogy Capital Inc. now owns 146,514 shares of the company’s stock worth $7,493,000 after purchasing an additional 13,800 shares during the last quarter. Finally, Certified Advisory Corp boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.4% during the 3rd quarter. Certified Advisory Corp now owns 64,684 shares of the company’s stock worth $3,419,000 after purchasing an additional 2,715 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Price Performance
Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $50.46 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $47.22 and a 1-year high of $55.42. The stock has a market cap of $24.49 billion, a P/E ratio of 22.42 and a beta of 0.95. The stock’s 50 day simple moving average is $52.11 and its 200-day simple moving average is $52.64.
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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