SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Stock Position Lowered by KWB Wealth

KWB Wealth decreased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,581,730 shares of the company’s stock after selling 59,357 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 10.3% of KWB Wealth’s investment portfolio, making the stock its 3rd biggest position. KWB Wealth owned approximately 0.36% of SPDR Portfolio S&P 500 Value ETF worth $83,610,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. LPL Financial LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 8.8% in the 3rd quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock worth $2,069,502,000 after purchasing an additional 3,176,679 shares during the period. Flagship Harbor Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the third quarter worth $84,057,000. Orion Portfolio Solutions LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 1,525.1% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 1,449,664 shares of the company’s stock valued at $76,629,000 after acquiring an additional 1,360,461 shares in the last quarter. Principal Securities Inc. increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 113,776.3% in the 3rd quarter. Principal Securities Inc. now owns 614,932 shares of the company’s stock valued at $32,505,000 after acquiring an additional 614,392 shares during the period. Finally, Benjamin Edwards Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 1,371.8% in the 3rd quarter. Benjamin Edwards Inc. now owns 623,960 shares of the company’s stock worth $32,982,000 after acquiring an additional 581,565 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPYV stock opened at $50.75 on Tuesday. The stock’s 50-day moving average is $52.99 and its 200 day moving average is $51.96. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $45.64 and a 1-year high of $55.42. The company has a market cap of $22.00 billion, a P/E ratio of 24.09 and a beta of 0.81.

SPDR Portfolio S&P 500 Value ETF Company 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.