SPDR Portfolio S&P 500 Value ETF $SPYV Shares Purchased by Diversify Wealth Management LLC

Diversify Wealth Management LLC raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 48.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,618,389 shares of the company’s stock after purchasing an additional 857,802 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 2.8% of Diversify Wealth Management LLC’s portfolio, making the stock its 4th largest position. Diversify Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $154,878,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Morgan Stanley grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in the fourth quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after buying an additional 10,778,683 shares in the last quarter. Allworth Financial LP lifted its stake 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 acquiring an additional 2,682,951 shares in the last quarter. Valpey Financial Services LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 5,865.0% during the 4th quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock valued at $121,193,000 after acquiring an additional 2,097,544 shares during the period. Royal Bank of Canada boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 38.5% during the 4th quarter. Royal Bank of Canada now owns 6,004,456 shares of the company’s stock valued at $341,112,000 after acquiring an additional 1,670,152 shares during the period. Finally, Wellington Management Group LLP acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at about $68,850,000.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.2%

NYSEARCA SPYV traded up $0.13 during trading on Friday, hitting $61.73. The stock had a trading volume of 1,808,807 shares, compared to its average volume of 3,302,932. The company has a market capitalization of $35.90 billion, a PE ratio of 20.50 and a beta of 0.82. The firm has a 50 day moving average price of $60.80 and a 200 day moving average price of $58.97. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $51.97 and a twelve month high of $62.19.

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. 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.