WealthPlan Investment Management LLC Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

WealthPlan Investment Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 5,897 shares of the company’s stock after buying an additional 217 shares during the period. WealthPlan Investment Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $302,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of SPYV. LPL Financial LLC increased its stake in 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 buying an additional 3,176,679 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth $84,057,000. Mount Yale Investment Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $69,902,000. Orion Portfolio Solutions LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 1,525.1% during the third quarter. Orion Portfolio Solutions LLC now owns 1,449,664 shares of the company’s stock valued at $76,629,000 after purchasing an additional 1,360,461 shares in the last quarter. Finally, Strategic Financial Concepts LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 5,118.6% during the fourth quarter. Strategic Financial Concepts LLC now owns 926,973 shares of the company’s stock valued at $47,405,000 after purchasing an additional 909,210 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.2 %

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $52.71 on Friday. The firm has a market cap of $22.84 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The business has a 50-day moving average price of $52.10 and a 200-day moving average price of $52.40. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $47.14 and a twelve month high of $55.42.

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.