Geneos Wealth Management Inc. Purchases 16,615 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Geneos Wealth Management Inc. grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 562,442 shares of the company’s stock after buying an additional 16,615 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 0.7% of Geneos Wealth Management Inc.’s investment portfolio, making the stock its 20th biggest position. Geneos Wealth Management Inc. owned 0.11% of SPDR Portfolio S&P 500 Value ETF worth $29,438,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. JT Stratford LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 0.4% during the 2nd quarter. JT Stratford LLC now owns 47,303 shares of the company’s stock valued at $2,476,000 after acquiring an additional 185 shares during the period. Flagship Private Wealth LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.7% during the second quarter. Flagship Private Wealth LLC now owns 27,505 shares of the company’s stock worth $1,440,000 after purchasing an additional 197 shares during the last quarter. Red Tortoise LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.3% during the second quarter. Red Tortoise LLC now owns 70,172 shares of the company’s stock worth $3,673,000 after purchasing an additional 207 shares during the last quarter. Warren Street Wealth Advisors LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% during the second quarter. Warren Street Wealth Advisors LLC now owns 12,309 shares of the company’s stock valued at $644,000 after purchasing an additional 209 shares during the period. Finally, Key Client Fiduciary Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.4% in the second quarter. Key Client Fiduciary Advisors LLC now owns 6,432 shares of the company’s stock worth $337,000 after purchasing an additional 214 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV stock opened at $57.25 on Friday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $44.39 and a 12 month high of $57.59. The firm’s 50-day moving average is $56.01 and its 200 day moving average is $54.22. The company has a market capitalization of $30.94 billion, a PE ratio of 20.50 and a beta of 0.89.

SPDR Portfolio S&P 500 Value ETF 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.