Optimist Retirement Group LLC Purchases 7,040 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Optimist Retirement Group LLC raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 231,537 shares of the company’s stock after acquiring an additional 7,040 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up approximately 5.6% of Optimist Retirement Group LLC’s portfolio, making the stock its 3rd biggest position. Optimist Retirement Group LLC owned 0.05% of SPDR Portfolio S&P 500 Value ETF worth $11,841,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Foguth Wealth Management LLC. increased its stake in SPDR Portfolio S&P 500 Value ETF by 597.7% during the 4th quarter. Foguth Wealth Management LLC. now owns 208,486 shares of the company’s stock worth $10,958,000 after buying an additional 178,603 shares during the period. Meritage Portfolio Management grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 42.4% in the fourth quarter. Meritage Portfolio Management now owns 324,253 shares of the company’s stock worth $16,582,000 after acquiring an additional 96,598 shares in the last quarter. Stratos Investment Management LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 249.8% during the fourth quarter. Stratos Investment Management LLC now owns 51,065 shares of the company’s stock worth $2,611,000 after acquiring an additional 36,466 shares during the period. CarsonAllaria Wealth Management Ltd. increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.5% during the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 361,151 shares of the company’s stock worth $18,469,000 after acquiring an additional 8,642 shares during the period. Finally, Greenwood Capital Associates LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.3% in the fourth quarter. Greenwood Capital Associates LLC now owns 103,081 shares of the company’s stock valued at $5,272,000 after acquiring an additional 3,338 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $52.64 on Thursday. The business has a fifty day moving average price of $52.45 and a 200 day moving average price of $52.29. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $46.42 and a 12 month high of $55.42. The stock has a market capitalization of $22.81 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81.

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.