WealthTrak Capital Management LLC Purchases Shares of 52,040 SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Posted by Hayley Millar on Mar 29th, 2025

WealthTrak Capital Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 52,040 shares of the company’s stock, valued at approximately $2,661,000. SPDR Portfolio S&P 500 Value ETF accounts for approximately 2.3% of WealthTrak Capital Management LLC’s holdings, making the stock its 12th biggest position.

Several other institutional investors have also recently made changes to their positions in the company. Donaldson Capital Management LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $221,000. JPMorgan Chase & Co. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 5.4% in the third 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 increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.2% in the fourth quarter. Hobart Private Capital LLC now owns 163,808 shares of the company’s stock valued at $8,377,000 after buying an additional 1,881 shares in the last quarter. Harbour Investments Inc. increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 7.9% in 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 in the last quarter. Finally, Wrapmanager Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.6% during the 4th quarter. Wrapmanager Inc. now owns 208,554 shares of the company’s stock worth $10,665,000 after buying an additional 1,214 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $50.63 on Friday. The stock has a market capitalization of $24.79 billion, a P/E ratio of 21.43 and a beta of 0.93. The company’s fifty day moving average price is $52.04 and its 200 day moving average price is $52.54. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $47.22 and a 1 year high of $55.42.

SPDR Portfolio S&P 500 Value ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Wednesday, March 26th. Investors of record on Monday, March 24th were paid a $0.1798 dividend. The ex-dividend date was 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.