SPDR Portfolio S&P 500 Value ETF $SPYV Stock Holdings Lessened by 1834 Investment Advisors Co.

1834 Investment Advisors Co. trimmed its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 301,112 shares of the company’s stock after selling 12,646 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 2.1% of 1834 Investment Advisors Co.’s portfolio, making the stock its 10th largest position. 1834 Investment Advisors Co. owned 0.05% of SPDR Portfolio S&P 500 Value ETF worth $17,106,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SPYV. Fiduciary Group LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 3.8% during the 3rd quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock valued at $281,000 after purchasing an additional 185 shares during the period. Altfest L J & Co. Inc. grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.8% in the 3rd quarter. Altfest L J & Co. Inc. now owns 10,499 shares of the company’s stock worth $581,000 after buying an additional 186 shares during the last quarter. Note Advisors LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% during the third quarter. Note Advisors LLC now owns 4,145 shares of the company’s stock valued at $229,000 after buying an additional 195 shares during the period. Signature Estate & Investment Advisors LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% during the third quarter. Signature Estate & Investment Advisors LLC now owns 5,283 shares of the company’s stock valued at $292,000 after buying an additional 197 shares during the period. Finally, Rik Saylor Financial Inc. raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 0.9% during the third quarter. Rik Saylor Financial Inc. now owns 23,178 shares of the company’s stock valued at $1,282,000 after acquiring an additional 207 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPYV stock opened at $59.11 on Monday. The stock has a fifty day moving average of $57.88 and a 200 day moving average of $57.28. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $48.27 and a 52 week high of $59.75. The firm has a market capitalization of $33.17 billion, a price-to-earnings ratio of 20.50 and a beta of 0.84.

SPDR Portfolio S&P 500 Value ETF 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.