SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Asset Allocation Strategies LLC

Asset Allocation Strategies LLC trimmed its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 20.3% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 90,791 shares of the company’s stock after selling 23,155 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 1.0% of Asset Allocation Strategies LLC’s investment portfolio, making the stock its 29th largest holding. Asset Allocation Strategies LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $5,023,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Russell Investments Group Ltd. boosted its position in SPDR Portfolio S&P 500 Value ETF by 475.2% during the 1st quarter. Russell Investments Group Ltd. now owns 1,208 shares of the company’s stock worth $62,000 after acquiring an additional 998 shares during the period. Kovitz Investment Group Partners LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the first quarter worth approximately $960,000. Hsbc Holdings PLC boosted its stake in SPDR Portfolio S&P 500 Value ETF by 266.1% during the 1st quarter. Hsbc Holdings PLC now owns 55,563 shares of the company’s stock valued at $2,838,000 after purchasing an additional 40,385 shares in the last quarter. Legacy Financial Advisors Inc. bought a new stake in SPDR Portfolio S&P 500 Value ETF in the first quarter worth about $262,000. Finally, Capital Analysts LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 15.8% in the 1st quarter. Capital Analysts LLC now owns 30,809 shares of the company’s stock valued at $1,573,000 after acquiring an additional 4,210 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.2%

NYSEARCA:SPYV opened at $56.73 on Thursday. The company has a 50-day moving average of $56.08 and a 200-day moving average of $54.35. The firm has a market cap of $30.66 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $44.39 and a twelve month high of $57.59.

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.