Waller Financial Planning Group Inc. Increases Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Waller Financial Planning Group Inc. boosted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 6.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 613,847 shares of the company’s stock after purchasing an additional 36,059 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up approximately 7.6% of Waller Financial Planning Group Inc.’s holdings, making the stock its 4th biggest position. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $37,524,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Meramec Financial Planners LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the first quarter valued at approximately $28,000. Signature Equity Partners LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 163.2% during the 1st quarter. Signature Equity Partners LLC now owns 500 shares of the company’s stock valued at $28,000 after acquiring an additional 310 shares during the last quarter. Advisortrust Partners LLC bought a new position in SPDR Portfolio S&P 500 Value ETF in the 1st quarter worth $29,000. Evelyn Partners Asset Management Ltd purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at approximately $46,000. Finally, SouthState Bank Corp bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at about $57,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV traded down $0.14 during trading hours on Wednesday, reaching $61.90. The company’s stock had a trading volume of 619,079 shares, compared to its average volume of 2,801,755. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $54.24 and a 12 month high of $64.26. The company has a market capitalization of $36.08 billion, a P/E ratio of 20.50 and a beta of 0.82. The stock has a 50 day moving average price of $62.80 and a two-hundred day moving average price of $60.92.

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.