SPDR Portfolio S&P 500 Value ETF $SPYV is Balanced Wealth Group LLC’s Largest Position

Balanced Wealth Group LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 790,564 shares of the company’s stock after buying an additional 22,585 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up about 16.0% of Balanced Wealth Group LLC’s holdings, making the stock its biggest holding. Balanced Wealth Group LLC owned 0.14% of SPDR Portfolio S&P 500 Value ETF worth $43,776,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. AQR Capital Management LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.9% during the 1st quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock valued at $3,361,000 after acquiring an additional 8,012 shares in the last quarter. CreativeOne Wealth LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 53.2% in the 2nd quarter. CreativeOne Wealth LLC now owns 25,047 shares of the company’s stock valued at $1,311,000 after purchasing an additional 8,698 shares in the last quarter. Insigneo Advisory Services LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 9.3% in the second quarter. Insigneo Advisory Services LLC now owns 4,734 shares of the company’s stock valued at $248,000 after purchasing an additional 403 shares during the period. J.W. Cole Advisors Inc. lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 15.2% during the second quarter. J.W. Cole Advisors Inc. now owns 79,390 shares of the company’s stock worth $4,155,000 after purchasing an additional 10,500 shares in the last quarter. Finally, Russell Investments Group Ltd. lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 330.6% during the second quarter. Russell Investments Group Ltd. now owns 5,202 shares of the company’s stock worth $272,000 after purchasing an additional 3,994 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $56.29 on Friday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $44.39 and a 1-year high of $59.75. The company has a market capitalization of $31.37 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89. The business has a 50-day moving average of $58.19 and a 200-day moving average of $56.84.

About SPDR Portfolio S&P 500 Value ETF

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.