SPDR Portfolio S&P 500 Value ETF $SPYV is Northern Capital Management Inc.’s 6th Largest Position

Northern Capital Management Inc. increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 28.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,118 shares of the company’s stock after buying an additional 18,881 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 2.5% of Northern Capital Management Inc.’s holdings, making the stock its 6th biggest position. Northern Capital Management Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,779,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Brandywine Oak Private Wealth LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 3.8% during the 4th quarter. Brandywine Oak Private Wealth LLC now owns 541,657 shares of the company’s stock valued at $30,771,000 after acquiring an additional 19,751 shares in the last quarter. Buck Wealth Strategies LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth approximately $261,000. Costello Asset Management INC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 71.8% in the fourth quarter. Costello Asset Management INC now owns 6,589 shares of the company’s stock worth $374,000 after purchasing an additional 2,754 shares in the last quarter. International Assets Investment Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 6.9% during the fourth quarter. International Assets Investment Management LLC now owns 6,095 shares of the company’s stock worth $346,000 after purchasing an additional 393 shares during the period. Finally, Diversify Wealth Management LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 72.1% during the fourth quarter. Diversify Wealth Management LLC now owns 1,760,587 shares of the company’s stock valued at $102,184,000 after purchasing an additional 737,316 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $60.10 on Friday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $49.60 and a twelve month high of $60.37. The firm has a market cap of $33.77 billion, a PE ratio of 20.50 and a beta of 0.82. The firm’s 50 day moving average price is $57.96 and its two-hundred day moving average price is $57.50.

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.