Portside Wealth Group LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 9.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 171,712 shares of the company’s stock after acquiring an additional 15,338 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 1.6% of Portside Wealth Group LLC’s holdings, making the stock its 7th largest position. Portside Wealth Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $9,077,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Wealthspire Advisors LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.5% in the first quarter. Wealthspire Advisors LLC now owns 25,018 shares of the company’s stock worth $1,253,000 after buying an additional 381 shares during the last quarter. CarsonAllaria Wealth Management Ltd. lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 6.0% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 346,290 shares of the company’s stock worth $17,349,000 after buying an additional 19,613 shares during the last quarter. WealthPLAN Partners LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.4% in the first quarter. WealthPLAN Partners LLC now owns 14,215 shares of the company’s stock worth $712,000 after buying an additional 470 shares during the last quarter. Concurrent Investment Advisors LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 13.7% in the first quarter. Concurrent Investment Advisors LLC now owns 105,575 shares of the company’s stock worth $5,289,000 after buying an additional 12,732 shares during the last quarter. Finally, SilverOak Wealth Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.4% in the first quarter. SilverOak Wealth Management LLC now owns 288,839 shares of the company’s stock worth $14,471,000 after buying an additional 6,819 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 0.3 %
Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $53.80 on Friday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $41.80 and a 1-year high of $54.05. The firm has a fifty day simple moving average of $52.64 and a 200-day simple moving average of $50.62. The stock has a market capitalization of $23.32 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81.
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.
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