Forvis Mazars Wealth Advisors LLC Has $509,000 Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Forvis Mazars Wealth Advisors LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 46.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,955 shares of the company’s stock after acquiring an additional 3,174 shares during the period. Forvis Mazars Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $509,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. First National Bank of Omaha raised 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 purchasing an additional 187 shares in the last quarter. Venturi Wealth Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 18.0% in the third 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 in the last quarter. Mcdonald Partners LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 1.7% in the fourth quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock valued at $651,000 after purchasing an additional 208 shares in the last quarter. WealthPlan Investment Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 3.8% in the fourth quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock valued at $302,000 after purchasing an additional 217 shares in the last quarter. Finally, Waldron Private Wealth LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 1.3% in the fourth quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock valued at $917,000 after purchasing an additional 229 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.1 %

SPYV stock opened at $52.69 on Tuesday. The company has a market cap of $25.57 billion, a PE ratio of 22.42 and a beta of 0.95. The business has a 50-day simple moving average of $52.04 and a 200 day simple moving average of $52.53. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $47.22 and a 52 week high of $55.42.

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.