Wrenne Financial Planning LLC Has $2.31 Million Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Wrenne Financial Planning LLC lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 8.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,216 shares of the company’s stock after selling 4,223 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up approximately 1.3% of Wrenne Financial Planning LLC’s holdings, making the stock its 16th biggest position. Wrenne Financial Planning LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,312,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. First National Bank of Omaha raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% during the 3rd quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock valued at $711,000 after purchasing an additional 187 shares in the last quarter. KM Capital Management Ltd. raised its holdings in SPDR Portfolio S&P 500 Value ETF by 3.9% during the fourth quarter. KM Capital Management Ltd. now owns 5,068 shares of the company’s stock valued at $259,000 after buying an additional 192 shares in the last quarter. Mcdonald Partners LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% in the fourth quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after buying an additional 208 shares during the last quarter. WealthPlan Investment Management LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% during the 4th quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock worth $302,000 after acquiring an additional 217 shares in the last quarter. Finally, Waldron Private Wealth LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% during the 4th quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock valued at $917,000 after acquiring an additional 229 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPYV stock opened at $50.61 on Monday. The company has a market capitalization of $24.78 billion, a price-to-earnings ratio of 21.43 and a beta of 0.93. The stock’s 50 day simple moving average is $52.05 and its 200 day simple moving average is $52.60. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $47.22 and a twelve month high of $55.42.

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.