IAG Wealth Partners LLC trimmed its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 81,681 shares of the company’s stock after selling 3,756 shares during the period. IAG Wealth Partners LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,177,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently added to or reduced their stakes in the company. SOA Wealth Advisors LLC. lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 40.1% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 153,126 shares of the company’s stock worth $8,094,000 after buying an additional 43,857 shares in the last quarter. Sigma Planning Corp lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 10.5% in the 3rd quarter. Sigma Planning Corp now owns 26,818 shares of the company’s stock worth $1,418,000 after buying an additional 2,544 shares in the last quarter. Venturi Wealth Management LLC lifted its holdings 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 worth $70,000 after buying an additional 202 shares in the last quarter. Harbour Investments Inc. lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 2.4% in the 3rd quarter. Harbour Investments Inc. now owns 86,519 shares of the company’s stock worth $4,573,000 after buying an additional 2,058 shares in the last quarter. Finally, WealthPlan Investment Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth $300,000.
SPDR Portfolio S&P 500 Value ETF Price Performance
Shares of SPYV stock opened at $50.20 on Thursday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $47.22 and a 12 month high of $55.42. The firm has a market capitalization of $24.58 billion, a P/E ratio of 21.43 and a beta of 0.93. The company’s fifty day moving average price is $52.09 and its two-hundred day moving average price is $52.62.
About SPDR Portfolio S&P 500 Value ETF
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.
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