SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Wells Financial Advisors INC

Wells Financial Advisors INC lessened its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 32.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,525 shares of the company’s stock after selling 9,530 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up about 5.0% of Wells Financial Advisors INC’s portfolio, making the stock its 6th largest holding. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,105,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SPYV. Topsail Wealth Management LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 5.3% during the first quarter. Topsail Wealth Management LLC now owns 3,450 shares of the company’s stock valued at $195,000 after purchasing an additional 175 shares in the last quarter. SmartHarvest Portfolios LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.6% in the 1st quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock valued at $227,000 after purchasing an additional 176 shares in the last quarter. Empirical Asset Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.5% in the 4th quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock valued at $717,000 after purchasing an additional 183 shares in the last quarter. Principle Wealth Partners LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.2% in the 4th quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock valued at $268,000 after purchasing an additional 191 shares in the last quarter. Finally, Fiduciary Group LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% in the 4th quarter. Fiduciary Group LLC now owns 5,264 shares of the company’s stock valued at $299,000 after purchasing an additional 194 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $61.92 on Monday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $51.97 and a 52 week high of $62.55. The stock has a market capitalization of $36.00 billion, a P/E ratio of 20.50 and a beta of 0.82. The stock has a fifty day moving average of $60.98 and a 200-day moving average of $59.14.

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.