Keener Financial Planning LLC Has $3.75 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Keener Financial Planning LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 11.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 73,394 shares of the company’s stock after acquiring an additional 7,588 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 2.2% of Keener Financial Planning LLC’s investment portfolio, making the stock its 7th largest holding. Keener Financial Planning LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $3,753,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. First National Bank of Omaha increased its stake in SPDR Portfolio S&P 500 Value ETF by 1.4% in the third quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock valued at $711,000 after acquiring an additional 187 shares during the last quarter. Venturi Wealth Management LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 18.0% during the 3rd quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock valued at $70,000 after purchasing an additional 202 shares during the last quarter. Waldron Private Wealth LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% during the 4th quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock valued at $917,000 after buying an additional 229 shares in the last quarter. MAI Capital Management lifted its position in SPDR Portfolio S&P 500 Value ETF by 1.5% in the 3rd quarter. MAI Capital Management now owns 16,614 shares of the company’s stock worth $878,000 after buying an additional 243 shares during the last quarter. Finally, Concord Wealth Partners boosted its stake in SPDR Portfolio S&P 500 Value ETF by 5.6% in the fourth quarter. Concord Wealth Partners now owns 5,676 shares of the company’s stock worth $290,000 after buying an additional 303 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $52.57 on Wednesday. The stock has a market capitalization of $22.78 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a one year low of $46.42 and a one year high of $55.42. The firm’s 50 day simple moving average is $52.24 and its two-hundred day simple moving average is $52.36.

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.