SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Waverly Advisors LLC

Waverly Advisors LLC increased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 17.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 996,736 shares of the company’s stock after purchasing an additional 151,023 shares during the period. Waverly Advisors LLC owned 0.17% of SPDR Portfolio S&P 500 Value ETF worth $60,592,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in SPYV. Meramec Financial Planners LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF during the first quarter worth approximately $28,000. Signature Equity Partners LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 163.2% during the first quarter. Signature Equity Partners LLC now owns 500 shares of the company’s stock worth $28,000 after acquiring an additional 310 shares during the last quarter. Advisortrust Partners LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $29,000. Triumph Capital Management purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at $30,000. Finally, Atlas Capital Advisors Inc. acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth $35,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock traded down $0.38 during midday trading on Tuesday, hitting $63.06. 1,363,569 shares of the company’s stock were exchanged, compared to its average volume of 2,951,128. The stock has a market cap of $36.76 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $53.94 and a 12-month high of $64.26. The firm’s 50 day simple moving average is $62.61 and its 200 day simple moving average is $60.35.

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.