SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by SkyOak Wealth LLC

SkyOak Wealth LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.2% during the 2nd quarter, Holdings Channel reports. The fund owned 386,111 shares of the company’s stock after purchasing an additional 8,188 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 4.4% of SkyOak Wealth LLC’s investment portfolio, making the stock its 3rd largest position. SkyOak Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $18,819,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of SPYV. Narus Financial Partners LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.8% during the 2nd quarter. Narus Financial Partners LLC now owns 7,246 shares of the company’s stock worth $353,000 after purchasing an additional 197 shares during the period. Trueblood Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 2.5% during the first quarter. Trueblood Wealth Management LLC now owns 8,885 shares of the company’s stock worth $445,000 after buying an additional 217 shares in the last quarter. Tortoise Investment Management LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 34.3% during the fourth quarter. Tortoise Investment Management LLC now owns 900 shares of the company’s stock valued at $42,000 after buying an additional 230 shares during the period. Breakwater Capital Group increased its holdings in SPDR Portfolio S&P 500 Value ETF by 0.4% in the first quarter. Breakwater Capital Group now owns 57,997 shares of the company’s stock valued at $2,906,000 after buying an additional 243 shares in the last quarter. Finally, Cascade Investment Advisors Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.5% in the first quarter. Cascade Investment Advisors Inc. now owns 7,330 shares of the company’s stock worth $367,000 after acquiring an additional 250 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.1 %

NYSEARCA:SPYV opened at $52.44 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $39.51 and a 52 week high of $52.75. The stock’s 50-day moving average price is $50.90 and its 200-day moving average price is $49.61. The stock has a market capitalization of $22.73 billion, a PE ratio of 24.09 and a beta of 0.81.

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.