SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. cut its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 577,788 shares of the company’s stock after selling 18,127 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up approximately 7.2% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 5th biggest position. Waller Financial Planning Group Inc. owned approximately 0.10% of SPDR Portfolio S&P 500 Value ETF worth $35,124,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Key Capital Management INC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth approximately $25,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $26,000. Meramec Financial Planners LLC bought a new position in SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $28,000. Signature Equity Partners LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 163.2% during the 1st quarter. Signature Equity Partners LLC now owns 500 shares of the company’s stock valued at $28,000 after purchasing an additional 310 shares during the period. Finally, Advisortrust Partners LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $29,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPYV opened at $63.11 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a one year low of $52.46 and a one year high of $63.19. The stock’s fifty day moving average is $61.38 and its 200-day moving average is $59.52. The company has a market capitalization of $36.79 billion, a PE ratio of 20.50 and a beta of 0.82.

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.