SOA Wealth Advisors LLC. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 42.4% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 324,274 shares of the company’s stock after buying an additional 96,583 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 1.9% of SOA Wealth Advisors LLC.’s investment portfolio, making the stock its 8th biggest position. SOA Wealth Advisors LLC. owned 0.07% of SPDR Portfolio S&P 500 Value ETF worth $16,561,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. KM Capital Management Ltd. raised its position in SPDR Portfolio S&P 500 Value ETF by 3.9% in the 4th quarter. KM Capital Management Ltd. now owns 5,068 shares of the company’s stock worth $259,000 after purchasing an additional 192 shares during the period. Mcdonald Partners LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 1.7% in the 4th quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after purchasing an additional 208 shares during the period. WealthPlan Investment Management LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 3.8% in the 4th quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock worth $302,000 after purchasing an additional 217 shares during the period. Patriot Financial Group Insurance Agency LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 1.9% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 11,965 shares of the company’s stock worth $611,000 after purchasing an additional 228 shares during the period. Finally, Diversified Enterprises LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 2.4% in the 4th quarter. Diversified Enterprises LLC now owns 11,304 shares of the company’s stock worth $578,000 after purchasing an additional 264 shares during the period.
SPDR Portfolio S&P 500 Value ETF Stock Up 1.0%
Shares of NYSEARCA:SPYV opened at $51.39 on Friday. The stock has a market cap of $25.97 billion, a PE ratio of 21.00 and a beta of 0.89. The company’s fifty day moving average is $49.29 and its 200 day moving average is $51.25. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $55.42.
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.
Featured Stories
- Five stocks we like better than SPDR Portfolio S&P 500 Value ETF
- TSX Venture Exchange (Formerly Canadian Venture Exchange)
- X: 1 Reason to Bet on U.S. Steel, and 1 Reason to Hold Back
- 3 Grocery Stocks That Are Proving They Are Still Essential
- 3 Oversold Stocks Flashing Bullish Reversal Signals
- How to Know if a Stock Pays Dividends and When They Are Paid Out
- With Novo Nordisk’s CEO Out, Wall Street Wants an American Leader
Want to see what other hedge funds are holding SPYV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report).
Receive News & Ratings for SPDR Portfolio S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SPDR Portfolio S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.