Higgins & Schmidt Wealth Strategies LLC Grows Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Higgins & Schmidt Wealth Strategies LLC increased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 639,848 shares of the company’s stock after purchasing an additional 23,483 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 16.5% of Higgins & Schmidt Wealth Strategies LLC’s portfolio, making the stock its biggest position. Higgins & Schmidt Wealth Strategies LLC owned approximately 0.11% of SPDR Portfolio S&P 500 Value ETF worth $36,203,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Key Capital Management INC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at $25,000. Highline Wealth Partners LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 229.2% in the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock worth $26,000 after buying an additional 314 shares during the period. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth about $26,000. Triumph Capital Management bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth about $30,000. Finally, CENTRAL TRUST Co increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 191.2% in the 4th quarter. CENTRAL TRUST Co now owns 527 shares of the company’s stock worth $30,000 after acquiring an additional 346 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $60.60 on Thursday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $51.49 and a 1 year high of $61.87. The firm has a 50-day moving average of $60.23 and a 200 day moving average of $58.62. The stock has a market cap of $34.05 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.