SPDR Portfolio S&P 500 Value ETF $SPYV is Roberts Financial Services LLC’s 5th Largest Position

Roberts Financial Services LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 496,471 shares of the company’s stock after buying an additional 9,396 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 8.9% of Roberts Financial Services LLC’s holdings, making the stock its 5th largest holding. Roberts Financial Services LLC owned about 0.09% of SPDR Portfolio S&P 500 Value ETF worth $28,205,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of SPYV. Vantagepoint Investment Advisers LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth about $246,963,000. Allworth Financial LP lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 16.1% during the 3rd quarter. Allworth Financial LP now owns 19,313,081 shares of the company’s stock worth $1,068,593,000 after buying an additional 2,682,951 shares during the last quarter. Wellington Management Group LLP purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth about $68,850,000. Corient Private Wealth LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 103.6% during the 2nd quarter. Corient Private Wealth LLC now owns 1,838,839 shares of the company’s stock worth $96,245,000 after buying an additional 935,644 shares during the last quarter. Finally, Willis Johnson & Associates Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 18.8% in the 3rd quarter. Willis Johnson & Associates Inc. now owns 5,218,947 shares of the company’s stock valued at $288,764,000 after purchasing an additional 826,017 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $58.28 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $46.18 and a fifty-two week high of $59.75. The company has a market capitalization of $32.76 billion, a P/E ratio of 20.50 and a beta of 0.84. The stock has a 50-day simple moving average of $57.91 and a 200-day simple moving average of $57.09.

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. The selection universe for the S&P 500 Index includes all United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations of $3.5 billion or more.