Lido Advisors LLC Acquires New Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Lido Advisors LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 151,902 shares of the company’s stock, valued at approximately $9,286,000.

Several other large investors have also modified their holdings of the stock. Avior Wealth Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the third quarter valued at $46,088,000. Waller Financial Planning Group Inc. increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 6.2% during the third quarter. Waller Financial Planning Group Inc. now owns 613,847 shares of the company’s stock worth $37,524,000 after purchasing an additional 36,059 shares in the last quarter. Mather Group LLC. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter worth about $621,000. Evergreen Capital Management LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter worth about $640,000. Finally, Tidal Investments LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 45.2% in the 2nd quarter. Tidal Investments LLC now owns 29,874 shares of the company’s stock valued at $1,816,000 after purchasing an additional 9,296 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.4%

Shares of NYSEARCA SPYV opened at $64.73 on Friday. The stock has a market cap of $38.88 billion, a PE ratio of 22.31 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $54.44 and a 52-week high of $65.52. The business has a 50-day moving average price of $63.02 and a 200 day moving average price of $60.86.

SPDR Portfolio S&P 500 Value ETF Company 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.