SPDR Portfolio S&P 500 Value ETF $SPYV Stock Holdings Lifted by SilverOak Wealth Management LLC
by Danessa Lincoln · The Markets DailySilverOak Wealth Management LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 408,444 shares of the company’s stock after buying an additional 8,688 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 3.6% of SilverOak Wealth Management LLC’s holdings, making the stock its 7th biggest holding. SilverOak Wealth Management LLC owned about 0.07% of SPDR Portfolio S&P 500 Value ETF worth $23,204,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Salomon & Ludwin LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% during the fourth quarter. Salomon & Ludwin LLC now owns 93,431 shares of the company’s stock valued at $5,375,000 after acquiring an additional 4,369 shares during the last quarter. Probity Advisors Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 8.4% in the fourth quarter. Probity Advisors Inc. now owns 278,079 shares of the company’s stock worth $15,798,000 after purchasing an additional 21,509 shares during the last quarter. Stevens Capital Partners grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 32.1% in the fourth quarter. Stevens Capital Partners now owns 163,334 shares of the company’s stock worth $9,279,000 after purchasing an additional 39,720 shares during the last quarter. Breachway Investments LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $2,682,000. Finally, Dravo Bay LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $318,000.
SPDR Portfolio S&P 500 Value ETF Price Performance
SPYV opened at $58.88 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a one year low of $47.06 and a one year high of $59.75. The business has a 50 day simple moving average of $57.88 and a two-hundred day simple moving average of $57.21. The firm has a market capitalization of $33.08 billion, a price-to-earnings ratio of 20.50 and a beta of 0.84.
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. 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.