Hobart Private Capital LLC Trims Stock Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Hobart Private Capital LLC trimmed its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 19.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 247,956 shares of the company’s stock after selling 61,730 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises about 2.6% of Hobart Private Capital LLC’s investment portfolio, making the stock its 9th largest holding. Hobart Private Capital LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $15,073,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Morgan Stanley lifted its holdings 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 in the last quarter. Valpey Financial Services LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 5,865.0% during the 4th quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock worth $121,193,000 after purchasing an additional 2,097,544 shares in the last quarter. Royal Bank of Canada raised its holdings in SPDR Portfolio S&P 500 Value ETF by 38.5% during the 4th quarter. Royal Bank of Canada now owns 6,004,456 shares of the company’s stock worth $341,112,000 after buying an additional 1,670,152 shares during the period. Wellington Management Group LLP bought a new position in SPDR Portfolio S&P 500 Value ETF in the third quarter valued at approximately $68,850,000. Finally, 71 West Capital Partners bought a new position in SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at approximately $59,561,000.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.6%

SPDR Portfolio S&P 500 Value ETF stock opened at $62.42 on Tuesday. The stock has a market capitalization of $36.39 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $52.33 and a twelve month high of $62.91. The company has a 50 day moving average of $61.34 and a 200-day moving average of $59.49.

SPDR Portfolio S&P 500 Value ETF 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.