Vertex Planning Partners LLC Raises Stock Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Vertex Planning Partners LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 53,875 shares of the company’s stock after acquiring an additional 342 shares during the quarter. Vertex Planning Partners LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,755,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Riverchase Wealth Management LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $2,547,000. Nomura Asset Management Co. Ltd. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth approximately $16,205,000. Blair William & Co. IL increased its holdings in SPDR Portfolio S&P 500 Value ETF by 7.7% during the 4th quarter. Blair William & Co. IL now owns 22,986 shares of the company’s stock worth $1,176,000 after purchasing an additional 1,640 shares during the period. Howe & Rusling Inc. bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $226,000. Finally, Foundation Wealth Management LLC PA purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $2,152,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPYV opened at $51.39 on Friday. The company has a market capitalization of $25.16 billion, a price-to-earnings ratio of 21.43 and a beta of 0.93. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $47.22 and a 12-month high of $55.42. The business’s fifty day simple moving average is $52.07 and its 200-day simple moving average is $52.54.

SPDR Portfolio S&P 500 Value ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Wednesday, March 26th. Stockholders of record on Monday, March 24th were given a $0.1798 dividend. The ex-dividend date was Monday, March 24th.

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.