SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Bought by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.2% in the 4th quarter, Holdings Channel reports. The fund owned 1,589,822 shares of the company’s stock after purchasing an additional 48,898 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 9.9% of Octavia Wealth Advisors LLC’s holdings, making the stock its biggest holding. Octavia Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $81,303,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of SPYV. Sei Investments Co. boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 40.5% during the 2nd quarter. Sei Investments Co. now owns 10,772 shares of the company’s stock valued at $525,000 after buying an additional 3,106 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC boosted its stake in shares of 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 valued at $28,000 after buying an additional 404 shares during the last quarter. EverSource Wealth Advisors LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at approximately $569,000. Drucker Wealth 3.0 LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at approximately $325,000. Finally, Ascent Group LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at approximately $1,204,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.7 %

SPDR Portfolio S&P 500 Value ETF stock opened at $52.38 on Wednesday. The stock has a market cap of $22.70 billion, a P/E ratio of 24.09 and a beta of 0.81. The stock has a 50 day moving average of $52.77 and a 200-day moving average of $52.07. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $46.36 and a 52 week 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.