Oak Harvest Investment Services Has $9.07 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Oak Harvest Investment Services grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 181,031 shares of the company’s stock after purchasing an additional 5,241 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 1.6% of Oak Harvest Investment Services’ portfolio, making the stock its 20th largest position. Oak Harvest Investment Services’ holdings in SPDR Portfolio S&P 500 Value ETF were worth $9,070,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. O Shaughnessy Asset Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 685.7% during the 3rd quarter. O Shaughnessy Asset Management LLC now owns 16,272 shares of the company’s stock worth $671,000 after buying an additional 14,201 shares in the last quarter. Tower Research Capital LLC TRC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 115,690.0% during the third quarter. Tower Research Capital LLC TRC now owns 11,579 shares of the company’s stock valued at $478,000 after purchasing an additional 11,569 shares during the period. Ameriprise Financial Inc. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 39.6% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,746,713 shares of the company’s stock worth $113,334,000 after purchasing an additional 779,381 shares in the last quarter. Evergreen Capital Management LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth about $215,000. Finally, Lido Advisors LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 28.5% in the 3rd quarter. Lido Advisors LLC now owns 8,858 shares of the company’s stock valued at $365,000 after buying an additional 1,963 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock traded down $0.06 during mid-day trading on Thursday, reaching $48.64. The stock had a trading volume of 1,001,958 shares, compared to its average volume of 2,431,911. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $39.51 and a fifty-two week high of $50.20. The stock’s 50-day simple moving average is $48.99 and its 200-day simple moving average is $48.15. The firm has a market capitalization of $21.08 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.