Bridgewealth Advisory Group LLC Has $1.45 Million Stock Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Bridgewealth Advisory Group LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 21.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,184 shares of the company’s stock after purchasing an additional 5,537 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises about 1.1% of Bridgewealth Advisory Group LLC’s portfolio, making the stock its 24th biggest position. Bridgewealth Advisory Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,454,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. BKM Wealth Management LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth approximately $26,000. McGlone Suttner Wealth Management Inc. bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth approximately $28,000. Sunbelt Securities Inc. increased its holdings in SPDR Portfolio S&P 500 Value ETF by 165.5% during the 3rd quarter. Sunbelt Securities Inc. now owns 855 shares of the company’s stock worth $35,000 after purchasing an additional 533 shares in the last quarter. Aptus Capital Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 377.4% in the third quarter. Aptus Capital Advisors LLC now owns 931 shares of the company’s stock valued at $38,000 after acquiring an additional 736 shares in the last quarter. Finally, First Horizon Advisors Inc. grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 52.5% in the third quarter. First Horizon Advisors Inc. now owns 999 shares of the company’s stock valued at $41,000 after acquiring an additional 344 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.5 %

SPYV stock opened at $48.56 on Monday. The firm has a market cap of $20.92 billion, a PE ratio of 23.25 and a beta of 0.84. The business has a 50 day moving average of $48.64 and a 200-day moving average of $46.11. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $39.51 and a 12-month high of $50.20.

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.