SPDR Portfolio S&P 500 Value ETF $SPYV Shares Newly Bought by RKL Wealth Management LLC

RKL Wealth Management LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,809 shares of the company’s stock, valued at approximately $1,211,000.

Other institutional investors have also recently made changes to their positions in the company. Hengehold Capital Management LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $387,000. Opal Wealth Advisors LLC lifted its position in SPDR Portfolio S&P 500 Value ETF by 6.0% during the third quarter. Opal Wealth Advisors LLC now owns 65,035 shares of the company’s stock valued at $3,976,000 after purchasing an additional 3,680 shares during the period. ARS Wealth Advisors Group LLC bought a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $200,000. James T. Borello RIA boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 33.0% in the third quarter. James T. Borello RIA now owns 54,709 shares of the company’s stock worth $3,344,000 after purchasing an additional 13,577 shares during the last quarter. Finally, Perryman Financial Advisory Inc. AD purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the third quarter worth approximately $666,000.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.1%

SPYV stock traded down $0.05 on Friday, hitting $63.07. The company had a trading volume of 3,028,927 shares, compared to its average volume of 2,889,080. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $54.44 and a 12-month high of $64.26. The stock has a market cap of $36.92 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The stock’s 50-day simple moving average is $62.80 and its 200 day simple moving average is $61.25.

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.