SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Smith Partners Wealth Management LLC

Smith Partners Wealth Management LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 37.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 118,998 shares of the company’s stock after purchasing an additional 32,122 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 5.3% of Smith Partners Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Smith Partners Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $7,274,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Weitzel Financial Services Inc. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.6% during the third quarter. Weitzel Financial Services Inc. now owns 31,071 shares of the company’s stock worth $1,910,000 after purchasing an additional 170 shares in the last quarter. Invera Wealth Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% in the 3rd quarter. Invera Wealth Advisors LLC now owns 3,629 shares of the company’s stock valued at $222,000 after buying an additional 171 shares in the last quarter. Cornerstone Advisors Asset Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 0.4% during the 2nd quarter. Cornerstone Advisors Asset Management LLC now owns 40,248 shares of the company’s stock worth $2,447,000 after buying an additional 178 shares during the period. Lantern Wealth Advisors LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 0.8% during the 3rd quarter. Lantern Wealth Advisors LLC now owns 23,122 shares of the company’s stock worth $1,413,000 after buying an additional 194 shares during the period. Finally, Montz Harcus Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 4.4% during the third quarter. Montz Harcus Wealth Management LLC now owns 5,099 shares of the company’s stock worth $312,000 after acquiring an additional 214 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.9%

SPYV stock opened at $65.01 on Thursday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $54.44 and a 1-year high of $65.52. The firm has a market cap of $39.20 billion, a PE ratio of 20.50 and a beta of 0.82. The business’s 50-day moving average price is $62.99 and its two-hundred day moving average price is $60.82.

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.