SPDR Portfolio S&P 500 Value ETF $SPYV Holdings Boosted by MBE Wealth Management LLC

MBE Wealth Management LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 443,852 shares of the company’s stock after buying an additional 17,195 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises approximately 10.6% of MBE Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. MBE Wealth Management LLC owned about 0.08% of SPDR Portfolio S&P 500 Value ETF worth $25,215,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of SPYV. Highline Wealth Partners LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 229.2% during the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock valued at $26,000 after acquiring an additional 314 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $26,000. Abich Financial Wealth Management LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth $27,000. Triumph Capital Management purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth $30,000. Finally, Lodestone Wealth Management LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at about $35,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $56.72 on Monday. The firm has a market capitalization of $31.86 billion, a PE ratio of 20.50 and a beta of 0.89. The business’s 50-day moving average is $57.99 and its two-hundred day moving average is $56.95. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $44.39 and a 1 year high of $59.75.

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.