Wells Financial Advisors INC Has $1.10 Million Stock Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Wells Financial Advisors INC lessened its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 32.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,525 shares of the company’s stock after selling 9,530 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 5.0% of Wells Financial Advisors INC’s holdings, 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 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Balefire LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 26.4% in the first quarter. Balefire LLC now owns 41,883 shares of the company’s stock valued at $2,370,000 after buying an additional 8,742 shares during the period. Spartan Wealth Advisory Services LLC bought a new position in SPDR Portfolio S&P 500 Value ETF during the 1st quarter worth $205,000. Kera Capital Partners Inc. increased its stake in SPDR Portfolio S&P 500 Value ETF by 2.8% during the 1st quarter. Kera Capital Partners Inc. now owns 59,648 shares of the company’s stock worth $3,375,000 after acquiring an additional 1,607 shares during the period. Modera Wealth Management LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 5.4% in the 1st quarter. Modera Wealth Management LLC now owns 128,677 shares of the company’s stock valued at $7,281,000 after acquiring an additional 6,563 shares in the last quarter. Finally, Advisortrust Partners LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $29,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $61.92 on Monday. The stock has a fifty day moving average price of $60.98 and a 200-day moving average price of $59.14. The company has a market cap of $36.00 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $51.97 and a fifty-two week high of $62.55.

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.