SPDR Portfolio S&P 500 Value ETF $SPYV Position Boosted by Diversify Wealth Management LLC

Diversify Wealth Management LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 12.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,023,271 shares of the company’s stock after buying an additional 112,799 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 3.3% of Diversify Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Diversify Wealth Management LLC owned 0.19% of SPDR Portfolio S&P 500 Value ETF worth $57,180,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of SPYV. Kaizen Financial Strategies acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 3rd quarter valued at $236,000. Choreo LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 6.1% during the third quarter. Choreo LLC now owns 11,727 shares of the company’s stock valued at $649,000 after purchasing an additional 678 shares during the last quarter. Advisor OS LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 12.0% in the third quarter. Advisor OS LLC now owns 23,790 shares of the company’s stock worth $1,316,000 after acquiring an additional 2,549 shares during the last quarter. Dogwood Wealth Management LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 8.2% during the 3rd quarter. Dogwood Wealth Management LLC now owns 254,579 shares of the company’s stock valued at $14,086,000 after purchasing an additional 19,214 shares during the period. Finally, US Bancorp DE boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 7.6% during the third quarter. US Bancorp DE now owns 67,279 shares of the company’s stock valued at $3,723,000 after acquiring an additional 4,749 shares during the period.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.2%

Shares of NYSEARCA:SPYV opened at $59.45 on Friday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $59.75. The firm has a market capitalization of $33.13 billion, a P/E ratio of 20.50 and a beta of 0.89. The firm’s 50 day moving average is $58.22 and its two-hundred day moving average is $56.40.

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.