SHP Wealth Management Buys New Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

SHP Wealth Management bought a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 9,979 shares of the company’s stock, valued at approximately $567,000.

A number of other institutional investors have also recently bought and sold shares of the business. Morgan Stanley raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after buying an additional 10,778,683 shares in the last quarter. Allworth Financial LP boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 16.1% during the 3rd quarter. Allworth Financial LP now owns 19,313,081 shares of the company’s stock valued at $1,068,593,000 after acquiring an additional 2,682,951 shares in the last quarter. Valpey Financial Services LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 5,865.0% during the 4th quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock valued at $121,193,000 after acquiring an additional 2,097,544 shares in the last quarter. Royal Bank of Canada boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 38.5% during the 4th quarter. Royal Bank of Canada now owns 6,004,456 shares of the company’s stock valued at $341,112,000 after acquiring an additional 1,670,152 shares in the last quarter. Finally, Wellington Management Group LLP bought a new stake in SPDR Portfolio S&P 500 Value ETF in the third quarter valued at about $68,850,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA:SPYV opened at $60.87 on Friday. The firm has a market capitalization of $34.21 billion, a PE 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 $61.87. The firm has a 50-day moving average price of $60.07 and a 200 day moving average price of $58.53.

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.