SPDR Portfolio S&P 500 Value ETF $SPYV is Measured Wealth Private Client Group LLC’s 2nd Largest Position

Measured Wealth Private Client Group LLC cut its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 19.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 429,035 shares of the company’s stock after selling 101,220 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up 6.4% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 2nd largest holding. Measured Wealth Private Client Group LLC owned 0.08% of SPDR Portfolio S&P 500 Value ETF worth $24,374,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Fortis Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth about $496,000. Impact Partnership Wealth LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth about $850,000. Koss Olinger Consulting LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 5.5% during the fourth quarter. Koss Olinger Consulting LLC now owns 691,510 shares of the company’s stock worth $39,285,000 after buying an additional 36,346 shares during the last quarter. Valpey Financial Services LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 5,865.0% during the fourth quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock worth $121,193,000 after buying an additional 2,097,544 shares during the last quarter. Finally, Basepoint Wealth LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth about $95,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA SPYV opened at $61.05 on Friday. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $50.27 and a 52-week high of $61.33. The company has a 50-day simple moving average of $58.74 and a 200 day simple moving average of $58.01. The company has a market capitalization of $34.31 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.