SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYVFree Report) by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,035,549 shares of the company’s stock after buying an additional 35,107 shares during the quarter. Integrated Wealth Concepts LLC owned about 0.19% of SPDR Portfolio S&P 500 Value ETF worth $57,297,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. JT Stratford LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.4% during the second quarter. JT Stratford LLC now owns 47,303 shares of the company’s stock worth $2,476,000 after purchasing an additional 185 shares in the last quarter. Fiduciary Group LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 3.8% during the 3rd quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock worth $281,000 after buying an additional 185 shares during the period. Altfest L J & Co. Inc. lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.8% during the 3rd quarter. Altfest L J & Co. Inc. now owns 10,499 shares of the company’s stock worth $581,000 after buying an additional 186 shares in the last quarter. Signature Estate & Investment Advisors LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 3.9% in the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 5,283 shares of the company’s stock valued at $292,000 after buying an additional 197 shares during the period. Finally, Rik Saylor Financial Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.9% in the third quarter. Rik Saylor Financial Inc. now owns 23,178 shares of the company’s stock worth $1,282,000 after acquiring an additional 207 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.1%

NYSEARCA:SPYV opened at $56.71 on Monday. The stock has a fifty day moving average price of $58.45 and a 200 day moving average price of $56.75. The firm has a market cap of $31.60 billion, a PE ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $44.39 and a 12-month high of $59.75.

About SPDR Portfolio S&P 500 Value ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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