SPDR Portfolio S&P 500 Value ETF $SPYV Stock Bought by Kestra Advisory Services LLC

Kestra Advisory Services LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 7.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 412,480 shares of the company’s stock after buying an additional 29,720 shares during the period. Kestra Advisory Services LLC owned about 0.07% of SPDR Portfolio S&P 500 Value ETF worth $25,215,000 at the end of the most recent quarter.

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

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $63.07 on Friday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $54.44 and a fifty-two week high of $65.52. The firm has a market capitalization of $38.06 billion, a P/E ratio of 20.50 and a beta of 0.82. The company’s 50-day moving average is $62.92 and its 200 day moving average is $60.73.

SPDR Portfolio S&P 500 Value ETF Company 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.