Yukon Wealth Management Inc. Trims Stock Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Posted by Lauren Steadman on Oct 27th, 2025

Yukon Wealth Management Inc. trimmed its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 20.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,767 shares of the company’s stock after selling 12,708 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 1.0% of Yukon Wealth Management Inc.’s investment portfolio, making the stock its 26th biggest holding. Yukon Wealth Management Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,657,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Elite Financial Inc. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $25,000. Fiduciary Advisors Inc. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at $26,000. Tompkins Financial Corp grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 4,681.8% during the 2nd quarter. Tompkins Financial Corp now owns 526 shares of the company’s stock valued at $28,000 after purchasing an additional 515 shares in the last quarter. Headlands Technologies LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $29,000. Finally, VSM Wealth Advisory LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $30,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $56.25 on Monday. The company has a fifty day moving average price of $54.92 and a 200-day moving average price of $52.53. The firm has a market capitalization of $30.25 billion, a P/E ratio of 20.50 and a beta of 0.94. SPDR Portfolio S&P 500 Value ETF has a one year low of $44.39 and a one year high of $56.37.

SPDR Portfolio S&P 500 Value ETF Profile

(Free Report)

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.