Bell Bank Has $89.82 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Bell Bank raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,581,036 shares of the company’s stock after buying an additional 9,113 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 3.8% of Bell Bank’s investment portfolio, making the stock its 8th largest position. Bell Bank owned about 0.28% of SPDR Portfolio S&P 500 Value ETF worth $89,819,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Farther Finance Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 176,237 shares of the company’s stock worth $9,751,000 after purchasing an additional 21,383 shares during the period. ERn Financial LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 11.2% in the third quarter. ERn Financial LLC now owns 644,527 shares of the company’s stock valued at $35,662,000 after buying an additional 64,828 shares during the period. Destiny Capital Corp CO lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 7.4% in the third quarter. Destiny Capital Corp CO now owns 357,542 shares of the company’s stock valued at $19,783,000 after buying an additional 24,508 shares during the period. AE Wealth Management LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 19.5% during the third quarter. AE Wealth Management LLC now owns 3,117,992 shares of the company’s stock worth $172,519,000 after buying an additional 509,151 shares in the last quarter. Finally, Asempa Wealth Advisors acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth about $945,000.

SPDR Portfolio S&P 500 Value ETF Stock Down 1.2%

Shares of SPYV opened at $55.59 on Friday. The stock’s 50-day moving average price is $58.13 and its 200 day moving average price is $56.87. The firm has a market capitalization of $30.98 billion, a price-to-earnings 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 $59.75.

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.