Mount Yale Investment Advisors LLC Takes $69.90 Million Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Mount Yale Investment Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 1,366,875 shares of the company’s stock, valued at approximately $69,902,000. SPDR Portfolio S&P 500 Value ETF accounts for approximately 5.6% of Mount Yale Investment Advisors LLC’s portfolio, making the stock its 2nd largest position. Mount Yale Investment Advisors LLC owned approximately 0.32% of SPDR Portfolio S&P 500 Value ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. First National Bank of Omaha boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% in the third quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock valued at $711,000 after buying an additional 187 shares during the period. Venturi Wealth Management LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 18.0% in the 3rd quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock valued at $70,000 after acquiring an additional 202 shares in the last quarter. MAI Capital Management boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.5% during the third quarter. MAI Capital Management now owns 16,614 shares of the company’s stock worth $878,000 after purchasing an additional 243 shares during the last quarter. HBW Advisory Services LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the 4th quarter. HBW Advisory Services LLC now owns 8,891 shares of the company’s stock valued at $455,000 after acquiring an additional 314 shares in the last quarter. Finally, Integrity Wealth Solutions LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% during the 3rd quarter. Integrity Wealth Solutions LLC now owns 24,054 shares of the company’s stock worth $1,271,000 after purchasing an additional 315 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $52.56 on Monday. The stock has a 50-day simple moving average of $52.67 and a 200 day simple moving average of $52.17. The stock has a market capitalization of $22.78 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $46.42 and a 52 week high of $55.42.

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.