Dynasty Wealth Management LLC Has $169.29 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Dynasty Wealth Management LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 71.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 3,310,399 shares of the company’s stock after acquiring an additional 1,380,993 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 2.9% of Dynasty Wealth Management LLC’s holdings, making the stock its 12th largest position. Dynasty Wealth Management LLC owned about 0.76% of SPDR Portfolio S&P 500 Value ETF worth $169,294,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. JPMorgan Chase & Co. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 5.4% during the third quarter. JPMorgan Chase & Co. now owns 5,569,723 shares of the company’s stock valued at $294,416,000 after purchasing an additional 286,795 shares during the last quarter. Hobart Private Capital LLC boosted its holdings in shares of 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 during the period. Wrapmanager Inc. grew its stake in SPDR Portfolio S&P 500 Value ETF by 0.6% in the 4th quarter. Wrapmanager Inc. now owns 208,554 shares of the company’s stock valued at $10,665,000 after buying an additional 1,214 shares during the last quarter. Trilogy Capital Inc. raised its holdings in SPDR Portfolio S&P 500 Value ETF by 10.4% in the 4th quarter. Trilogy Capital Inc. now owns 146,514 shares of the company’s stock worth $7,493,000 after acquiring an additional 13,800 shares during the period. Finally, Certified Advisory Corp lifted its position in 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 acquiring an additional 2,715 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV stock opened at $52.16 on Friday. The stock has a market capitalization of $25.32 billion, a price-to-earnings ratio of 22.42 and a beta of 0.95. The company has a 50-day moving average of $52.09 and a two-hundred day moving average of $52.56. 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.