SPDR Portfolio S&P 500 Value ETF $SPYV is Klingman & Associates LLC’s 9th Largest Position

Klingman & Associates LLC trimmed its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,173,507 shares of the company’s stock after selling 21,660 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 3.2% of Klingman & Associates LLC’s holdings, making the stock its 9th biggest position. Klingman & Associates LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $66,397,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Engines Advisors L.L.C. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% in the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after purchasing an additional 642,820 shares during the period. Morgan Stanley raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% during the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after purchasing an additional 10,778,683 shares during the period. Allworth Financial LP raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.0% during the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock valued at $1,118,890,000 after purchasing an additional 382,214 shares during the period. Valmark Advisers Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.9% during the 1st quarter. Valmark Advisers Inc. now owns 8,996,058 shares of the company’s stock valued at $508,997,000 after purchasing an additional 255,913 shares during the period. Finally, UBS Group AG lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 10.0% during the 3rd quarter. UBS Group AG now owns 7,272,363 shares of the company’s stock valued at $402,380,000 after buying an additional 662,367 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $61.39 on Friday. The company has a market capitalization of $35.76 billion, a P/E ratio of 20.50 and a beta of 0.82. The company has a fifty day moving average of $61.09 and a 200 day moving average of $59.27. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $51.97 and a fifty-two week high of $62.55.

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.