SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Purchased by Occidental Asset Management LLC

Occidental Asset Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,323 shares of the company’s stock after purchasing an additional 3,257 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 1.0% of Occidental Asset Management LLC’s holdings, making the stock its 22nd biggest holding. Occidental Asset Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $5,990,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Kayne Anderson Rudnick Investment Management LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 227.0% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 582 shares of the company’s stock worth $28,000 after purchasing an additional 404 shares in the last quarter. Crewe Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the first quarter worth $29,000. Olistico Wealth LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at $30,000. EdgeRock Capital LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at $30,000. Finally, ORG Wealth Partners LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth $33,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.6 %

Shares of NYSEARCA SPYV opened at $53.55 on Tuesday. The stock has a fifty day moving average price of $51.81 and a 200 day moving average price of $50.09. The company has a market cap of $23.21 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $39.51 and a 12-month high of $53.60.

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.