16,532 SPDR Portfolio S&P 500 Value ETF $SPYV Shares Bought by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 568,535 shares of the company’s stock after buying an additional 16,532 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 2.8% of Shepherd Financial Partners LLC’s portfolio, making the stock its 8th biggest position. Shepherd Financial Partners LLC owned 0.09% of SPDR Portfolio S&P 500 Value ETF worth $34,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the stock. Weitzel Financial Services Inc. raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 0.6% during the 3rd quarter. Weitzel Financial Services Inc. now owns 31,071 shares of the company’s stock valued at $1,910,000 after buying an additional 170 shares during the period. Invera Wealth Advisors LLC lifted its position in SPDR Portfolio S&P 500 Value ETF by 4.9% during the 3rd quarter. Invera Wealth Advisors LLC now owns 3,629 shares of the company’s stock worth $222,000 after acquiring an additional 171 shares in the last quarter. Cornerstone Advisors Asset Management LLC lifted its position in SPDR Portfolio S&P 500 Value ETF by 0.4% during the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 40,248 shares of the company’s stock worth $2,447,000 after acquiring an additional 178 shares in the last quarter. Lantern Wealth Advisors LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 0.8% in the 3rd quarter. Lantern Wealth Advisors LLC now owns 23,122 shares of the company’s stock worth $1,413,000 after acquiring an additional 194 shares during the period. Finally, Montz Harcus Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 4.4% in the 3rd quarter. Montz Harcus Wealth Management LLC now owns 5,099 shares of the company’s stock worth $312,000 after acquiring an additional 214 shares during the period.

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

NYSEARCA SPYV opened at $63.07 on Friday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $54.44 and a fifty-two week high of $65.52. The business has a 50 day moving average price of $62.92 and a two-hundred day moving average price of $60.73. The stock has a market cap of $38.06 billion, a PE ratio of 20.50 and a beta of 0.82.

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.