SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Holdings Increased by BCS Wealth Management

BCS Wealth Management lifted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 16.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 171,766 shares of the company’s stock after purchasing an additional 23,977 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 2.2% of BCS Wealth Management’s investment portfolio, making the stock its 7th biggest holding. BCS Wealth Management’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $8,784,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SPYV. CENTRAL TRUST Co raised its position in SPDR Portfolio S&P 500 Value ETF by 199.4% in the 3rd quarter. CENTRAL TRUST Co now owns 491 shares of the company’s stock worth $26,000 after buying an additional 327 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 227.0% in the second quarter. Kayne Anderson Rudnick Investment Management LLC now owns 582 shares of the company’s stock worth $28,000 after acquiring an additional 404 shares during the period. ORG Wealth Partners LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter worth approximately $33,000. Legacy Investment Solutions LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $37,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $51,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV stock opened at $50.75 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $45.64 and a 1 year high of $55.42. The company has a market cap of $22.00 billion, a P/E ratio of 24.09 and a beta of 0.81. The stock’s fifty day moving average price is $52.99 and its 200-day moving average price is $51.96.

SPDR Portfolio S&P 500 Value ETF Company 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.