Concurrent Investment Advisors LLC Has $25.11 Million Stock Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Concurrent Investment Advisors LLC decreased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 412,981 shares of the company’s stock after selling 8,814 shares during the period. Concurrent Investment Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $25,105,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Financial Engines Advisors L.L.C. grew its stake in SPDR Portfolio S&P 500 Value ETF by 0.8% in the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock valued at $4,522,086,000 after acquiring an additional 642,820 shares during the period. Morgan Stanley grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in 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 during the period. Allworth Financial LP increased its stake in SPDR Portfolio S&P 500 Value ETF by 2.0% during the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock worth $1,118,890,000 after purchasing an additional 382,214 shares in the last quarter. Valmark Advisers Inc. increased its stake in SPDR Portfolio S&P 500 Value ETF by 2.9% during the 1st quarter. Valmark Advisers Inc. now owns 8,996,058 shares of the company’s stock worth $508,997,000 after purchasing an additional 255,913 shares in the last quarter. Finally, UBS Group AG raised its holdings in SPDR Portfolio S&P 500 Value ETF by 10.0% during the 3rd quarter. UBS Group AG now owns 7,272,363 shares of the company’s stock worth $402,380,000 after buying an additional 662,367 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPYV opened at $63.86 on Friday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $53.94 and a twelve month high of $64.26. The firm’s 50 day moving average price is $62.50 and its two-hundred day moving average price is $60.29. The firm has a market cap of $37.23 billion, a P/E 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.