SilverOak Wealth Management LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 348,660 shares of the company’s stock after acquiring an additional 33,684 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for approximately 3.8% of SilverOak Wealth Management LLC’s holdings, making the stock its 7th biggest position. SilverOak Wealth Management LLC owned approximately 0.08% of SPDR Portfolio S&P 500 Value ETF worth $17,830,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in SPYV. SOA Wealth Advisors LLC. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 40.1% during the third quarter. SOA Wealth Advisors LLC. now owns 153,126 shares of the company’s stock worth $8,094,000 after acquiring an additional 43,857 shares during the period. Blue Trust Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 38.5% in the 3rd quarter. Blue Trust Inc. now owns 1,864 shares of the company’s stock worth $91,000 after purchasing an additional 518 shares during the last quarter. Raymond James & Associates raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 11.5% in the 3rd quarter. Raymond James & Associates now owns 762,790 shares of the company’s stock worth $40,321,000 after purchasing an additional 78,717 shares in the last quarter. Northwest Investment Counselors LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $137,000. Finally, Integrity Wealth Solutions LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 1.3% during the third quarter. Integrity Wealth Solutions LLC now owns 24,054 shares of the company’s stock valued at $1,271,000 after purchasing an additional 315 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Stock Performance
SPDR Portfolio S&P 500 Value ETF stock opened at $52.96 on Wednesday. The firm has a market cap 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. The firm’s 50 day moving average price is $52.07 and its two-hundred day moving average price is $52.42.
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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