Wells Financial Advisors INC Sells 1,255 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Wells Financial Advisors INC lessened its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,730 shares of the company’s stock after selling 1,255 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises about 3.1% of Wells Financial Advisors INC’s investment portfolio, making the stock its 13th biggest position. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,289,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Flagship Private Wealth LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 0.7% during the second quarter. Flagship Private Wealth LLC now owns 27,505 shares of the company’s stock worth $1,440,000 after acquiring an additional 197 shares during the period. Red Tortoise LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 0.3% during the second quarter. Red Tortoise LLC now owns 70,172 shares of the company’s stock worth $3,673,000 after acquiring an additional 207 shares during the period. Warren Street Wealth Advisors LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 1.7% during the second quarter. Warren Street Wealth Advisors LLC now owns 12,309 shares of the company’s stock worth $644,000 after acquiring an additional 209 shares during the period. Key Client Fiduciary Advisors LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 3.4% during the second quarter. Key Client Fiduciary Advisors LLC now owns 6,432 shares of the company’s stock worth $337,000 after acquiring an additional 214 shares during the period. Finally, Ballast Inc. increased its position in SPDR Portfolio S&P 500 Value ETF by 3.2% during the first quarter. Ballast Inc. now owns 8,256 shares of the company’s stock worth $422,000 after acquiring an additional 258 shares during the period.

SPDR Portfolio S&P 500 Value ETF Trading Down 2.2%

Shares of SPYV stock opened at $54.27 on Monday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $44.39 and a 1 year high of $56.03. The firm’s fifty day simple moving average is $54.49 and its 200 day simple moving average is $52.03. The firm has a market capitalization of $29.16 billion, a P/E ratio of 20.50 and a beta of 0.94.

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.