SPDR Portfolio S&P 500 Value ETF $SPYV Shares Bought by Triad Wealth Partners LLC

by · The Cerbat Gem

Triad Wealth Partners LLC grew its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 261.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,121 shares of the company’s stock after purchasing an additional 10,210 shares during the quarter. Triad Wealth Partners LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $781,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Fiduciary Advisors Inc. acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at $26,000. Parallel Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 63,900.0% during the second quarter. Parallel Advisors LLC now owns 640 shares of the company’s stock worth $33,000 after buying an additional 639 shares in the last quarter. Legacy Investment Solutions LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the second quarter worth about $36,000. Atlantic Union Bankshares Corp acquired a new position in SPDR Portfolio S&P 500 Value ETF during the second quarter worth about $36,000. Finally, Sound Income Strategies LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 75.8% during the second quarter. Sound Income Strategies LLC now owns 807 shares of the company’s stock worth $42,000 after acquiring an additional 348 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.3%

Shares of NYSEARCA SPYV opened at $58.18 on Friday. The stock has a market cap of $32.33 billion, a PE ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $44.39 and a 12-month high of $58.50. The company has a 50-day moving average of $57.01 and a 200 day moving average of $55.39.

About SPDR Portfolio S&P 500 Value ETF

(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. The selection universe for the S&P 500 Index includes all United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations of $3.5 billion or more.

See Also

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