101,077 Shares in SPDR Portfolio S&P 500 Value ETF $SPYV Purchased by Curtis Wealth Management LLC

Curtis Wealth Management LLC bought a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 101,077 shares of the company’s stock, valued at approximately $5,879,000. SPDR Portfolio S&P 500 Value ETF makes up 5.2% of Curtis Wealth Management LLC’s holdings, making the stock its 5th largest position.

A number of other hedge funds also recently made changes to their positions in the company. Financial Engines Advisors L.L.C. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% in the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after buying an additional 642,820 shares in the last quarter. Allworth Financial LP lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.0% in the fourth quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock worth $1,118,890,000 after buying an additional 382,214 shares in the last quarter. Valmark Advisers Inc. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.7% in the fourth quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock worth $496,528,000 after buying an additional 231,888 shares in the last quarter. Ameriprise Financial Inc. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the third quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock worth $474,565,000 after buying an additional 304,642 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the third quarter. JPMorgan Chase & Co. now owns 7,456,598 shares of the company’s stock worth $412,574,000 after buying an additional 264,960 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Down 1.1%

NYSEARCA:SPYV opened at $60.69 on Friday. The company has a market capitalization of $34.10 billion, a P/E ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $50.82 and a 12 month high of $61.49. The business’s 50-day moving average is $59.20 and its 200 day moving average is $58.17.

SPDR Portfolio S&P 500 Value ETF 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.