SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Stone Summit Wealth LLC

Stone Summit Wealth LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 16.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 177,070 shares of the company’s stock after purchasing an additional 24,964 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 3.0% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 8th biggest holding. Stone Summit Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $10,824,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of SPYV. Avior Wealth Management LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth about $46,088,000. Waller Financial Planning Group Inc. increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 6.2% during the 3rd quarter. Waller Financial Planning Group Inc. now owns 613,847 shares of the company’s stock valued at $37,524,000 after acquiring an additional 36,059 shares during the last quarter. Rockefeller Capital Management L.P. increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 7.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 278,065 shares of the company’s stock valued at $15,797,000 after acquiring an additional 18,366 shares during the last quarter. Tidal Investments LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 45.2% in the 2nd quarter. Tidal Investments LLC now owns 29,874 shares of the company’s stock valued at $1,816,000 after acquiring an additional 9,296 shares in the last quarter. Finally, Hsbc Holdings PLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 26.6% in the 4th quarter. Hsbc Holdings PLC now owns 198,294 shares of the company’s stock valued at $11,265,000 after acquiring an additional 41,670 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPYV stock opened at $62.67 on Wednesday. The stock’s 50 day simple moving average is $62.80 and its 200 day simple moving average is $61.14. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $54.35 and a twelve month high of $64.26. The company has a market capitalization of $36.57 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82.

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.