Waller Financial Planning Group Inc. Reduces Holdings in SPDR S&P 600 Small Cap Value ETF $SLYV

Waller Financial Planning Group Inc. decreased its position in shares of SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) by 53.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 28,375 shares of the company’s stock after selling 32,347 shares during the quarter. SPDR S&P 600 Small Cap Value ETF makes up 0.6% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 25th largest position. Waller Financial Planning Group Inc. owned approximately 0.06% of SPDR S&P 600 Small Cap Value ETF worth $2,581,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. FAS Wealth Partners Inc. increased its stake in shares of SPDR S&P 600 Small Cap Value ETF by 5.1% in the third quarter. FAS Wealth Partners Inc. now owns 169,137 shares of the company’s stock worth $14,994,000 after purchasing an additional 8,246 shares in the last quarter. Carter Financial Group INC. purchased a new stake in shares of SPDR S&P 600 Small Cap Value ETF during the 2nd quarter valued at approximately $918,000. Geneos Wealth Management Inc. boosted its holdings in SPDR S&P 600 Small Cap Value ETF by 25.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 110,056 shares of the company’s stock worth $8,778,000 after buying an additional 22,259 shares during the period. Balance Wealth LLC bought a new position in SPDR S&P 600 Small Cap Value ETF in the 3rd quarter worth approximately $3,421,000. Finally, Asset Dedication LLC grew its stake in SPDR S&P 600 Small Cap Value ETF by 5.5% in the 2nd quarter. Asset Dedication LLC now owns 118,833 shares of the company’s stock valued at $9,478,000 after buying an additional 6,245 shares in the last quarter.

SPDR S&P 600 Small Cap Value ETF Price Performance

Shares of SLYV stock opened at $94.63 on Friday. The company’s fifty day simple moving average is $97.26 and its two-hundred day simple moving average is $92.69. SPDR S&P 600 Small Cap Value ETF has a 1 year low of $65.96 and a 1 year high of $102.37. The stock has a market capitalization of $4.26 billion, a price-to-earnings ratio of 14.20 and a beta of 1.08.

SPDR S&P 600 Small Cap Value ETF Profile

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics. In seeking to track the performance of the S&P Small Cap 600 Value Index (the Index), the Fund employs a replication strategy. The Index measures the performance of the small-capitalization value sector in the United States equity market.