Laurel Oak Wealth Management LLC Has $11.35 Million Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Laurel Oak Wealth Management LLC lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 23.4% during the first quarter, according to its most recent filing with the SEC. The firm owned 200,514 shares of the company’s stock after selling 61,375 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for approximately 1.9% of Laurel Oak Wealth Management LLC’s portfolio, making the stock its 10th largest position. Laurel Oak Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $11,345,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Topsail Wealth Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 5.3% during the first quarter. Topsail Wealth Management LLC now owns 3,450 shares of the company’s stock worth $195,000 after buying an additional 175 shares during the last quarter. SmartHarvest Portfolios LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 4.6% in the first quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock valued at $227,000 after buying an additional 176 shares during the period. Empirical Asset Management LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 1.5% during the fourth quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock valued at $717,000 after acquiring an additional 183 shares during the last quarter. Fiduciary Group LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 3.8% during the third quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock valued at $281,000 after acquiring an additional 185 shares during the last quarter. Finally, Principle Wealth Partners LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 4.2% during the fourth quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock valued at $268,000 after acquiring an additional 191 shares during the last quarter.

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

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $60.61 on Friday. The business has a 50-day moving average price of $60.32 and a two-hundred day moving average price of $58.66. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $51.86 and a 1-year high of $61.87. The company has a market cap of $34.06 billion, a P/E ratio of 20.50 and a beta of 0.82.

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.