SPDR Portfolio S&P 500 Value ETF $SPYV Shares Bought by Legacy Financial Group LLC

Legacy Financial Group LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 247,196 shares of the company’s stock after acquiring an additional 8,928 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises approximately 1.8% of Legacy Financial Group LLC’s portfolio, making the stock its 21st largest position. Legacy Financial Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $14,632,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Fiduciary Group LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 3.8% in the third quarter. Fiduciary Group LLC now owns 5,070 shares of the company’s stock valued at $281,000 after purchasing an additional 185 shares during the period. Note Advisors LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% during the 3rd quarter. Note Advisors LLC now owns 4,145 shares of the company’s stock worth $229,000 after purchasing an additional 195 shares during the last quarter. Signature Estate & Investment Advisors LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 5,283 shares of the company’s stock worth $292,000 after purchasing an additional 197 shares during the last quarter. Rik Saylor Financial Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.9% during the third quarter. Rik Saylor Financial Inc. now owns 23,178 shares of the company’s stock worth $1,282,000 after purchasing an additional 207 shares in the last quarter. Finally, Yukon Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 Value ETF by 0.5% in the third quarter. Yukon Wealth Management Inc. now owns 51,003 shares of the company’s stock valued at $2,822,000 after buying an additional 236 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $60.31 on Friday. The company has a market capitalization of $33.89 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The business has a 50-day moving average of $58.04 and a two-hundred day moving average of $57.65. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $49.68 and a 1 year high of $60.52.

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.