AE Wealth Management LLC Has $198.79 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

AE Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 12.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,499,178 shares of the company’s stock after acquiring an additional 381,186 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up approximately 1.1% of AE Wealth Management LLC’s holdings, making the stock its 13th largest holding. AE Wealth Management LLC owned about 0.63% of SPDR Portfolio S&P 500 Value ETF worth $198,788,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Key Capital Management INC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $25,000. Highline Wealth Partners LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 229.2% in the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock valued at $26,000 after buying an additional 314 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at $26,000. Abich Financial Wealth Management LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at $27,000. Finally, Triumph Capital Management bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at $30,000.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.3%

SPYV opened at $58.56 on Friday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $46.18 and a 12 month high of $59.75. The company has a fifty day simple moving average of $57.90 and a 200 day simple moving average of $57.11. The stock has a market cap of $32.92 billion, a P/E ratio of 20.50 and a beta of 0.84.

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.