SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) is Financial Engines Advisors L.L.C.’s Largest Position

Posted by Christopher Mengel on Mar 26th, 2025

Financial Engines Advisors L.L.C. grew its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 78,214,398 shares of the company’s stock after acquiring an additional 1,528,406 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 8.4% of Financial Engines Advisors L.L.C.’s holdings, making the stock its biggest position. Financial Engines Advisors L.L.C. owned about 18.05% of SPDR Portfolio S&P 500 Value ETF worth $3,999,884,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Donaldson Capital Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at approximately $221,000. JPMorgan Chase & Co. lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 5.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,569,723 shares of the company’s stock valued at $294,416,000 after purchasing an additional 286,795 shares during the period. Hobart Private Capital LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.2% in the 4th quarter. Hobart Private Capital LLC now owns 163,808 shares of the company’s stock valued at $8,377,000 after purchasing an additional 1,881 shares during the period. Harbour Investments Inc. grew its position in SPDR Portfolio S&P 500 Value ETF by 7.9% during the fourth quarter. Harbour Investments Inc. now owns 93,341 shares of the company’s stock valued at $4,773,000 after buying an additional 6,822 shares during the period. Finally, Wrapmanager Inc. grew its position in SPDR Portfolio S&P 500 Value ETF by 0.6% during the fourth quarter. Wrapmanager Inc. now owns 208,554 shares of the company’s stock valued at $10,665,000 after buying an additional 1,214 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $51.41 on Wednesday. The firm has a 50-day simple moving average of $52.08 and a two-hundred day simple moving average of $52.56. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $47.22 and a fifty-two week high of $55.42. The company has a market cap of $25.17 billion, a P/E ratio of 21.43 and a beta of 0.93.

SPDR Portfolio S&P 500 Value ETF Dividend Announcement

The firm also recently declared a dividend, which will be paid on Wednesday, March 26th. Investors of record on Monday, March 24th will be issued a $0.1798 dividend. The ex-dividend date is Monday, March 24th.

SPDR Portfolio S&P 500 Value ETF Profile

(Free Report)

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.