SPDR Portfolio S&P 500 Value ETF $SPYV Holdings Lessened by Collaborative Wealth Managment Inc.

Collaborative Wealth Managment Inc. trimmed its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 42.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,483 shares of the company’s stock after selling 51,492 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 1.8% of Collaborative Wealth Managment Inc.’s holdings, making the stock its 14th biggest holding. Collaborative Wealth Managment Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,248,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Avior Wealth Management LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $46,088,000. Waller Financial Planning Group Inc. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 6.2% in the 3rd quarter. Waller Financial Planning Group Inc. now owns 613,847 shares of the company’s stock worth $37,524,000 after purchasing an additional 36,059 shares during the period. Mather Group LLC. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth approximately $621,000. Evergreen Capital Management LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth approximately $640,000. Finally, Tidal Investments LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 45.2% during the 2nd quarter. Tidal Investments LLC now owns 29,874 shares of the company’s stock valued at $1,816,000 after purchasing an additional 9,296 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA SPYV opened at $64.73 on Friday. The business’s 50 day moving average price is $63.02 and its 200-day moving average price is $60.86. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $54.44 and a fifty-two week high of $65.52. The company has a market cap of $38.87 billion, a P/E ratio of 22.31 and a beta of 0.83.

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.