SPDR Portfolio S&P 500 Value ETF $SPYV Holdings Boosted by ERn Financial LLC

ERn Financial LLC raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 676,263 shares of the company’s stock after acquiring an additional 31,736 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 7.2% of ERn Financial LLC’s investment portfolio, making the stock its 2nd largest holding. ERn Financial LLC owned 0.12% of SPDR Portfolio S&P 500 Value ETF worth $38,419,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in SPYV. Farther Finance Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 176,237 shares of the company’s stock valued at $9,751,000 after purchasing an additional 21,383 shares in the last quarter. 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 purchasing an additional 24,508 shares during the period. AE Wealth Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 19.5% in the third quarter. AE Wealth Management LLC now owns 3,117,992 shares of the company’s stock valued at $172,519,000 after purchasing an additional 509,151 shares during the period. Asempa Wealth Advisors purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth about $945,000. Finally, Capital Advisory Group Advisory Services LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 10.2% during the third quarter. Capital Advisory Group Advisory Services LLC now owns 146,694 shares of the company’s stock worth $8,117,000 after buying an additional 13,540 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 1.7%

Shares of SPYV opened at $56.58 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $44.39 and a twelve month high of $59.75. The firm has a market capitalization of $31.53 billion, a P/E ratio of 20.50 and a beta of 0.89. The firm’s 50-day moving average is $58.07 and its two-hundred day moving average is $56.91.

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.