Portland Financial Advisors Inc purchased a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 8,290 shares of the company’s stock, valued at approximately $424,000.
Other large investors also recently added to or reduced their stakes in the company. First National Bank of Omaha increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% during the 3rd quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock valued at $711,000 after purchasing an additional 187 shares during the last quarter. KM Capital Management Ltd. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 3.9% during the 4th quarter. KM Capital Management Ltd. now owns 5,068 shares of the company’s stock valued at $259,000 after purchasing an additional 192 shares during the last quarter. Venturi Wealth Management LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 18.0% during the third quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock valued at $70,000 after buying an additional 202 shares during the period. Mcdonald Partners LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% in the fourth quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after buying an additional 208 shares during the period. Finally, WealthPlan Investment Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% during the 4th quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock worth $302,000 after acquiring an additional 217 shares during the last quarter.
SPDR Portfolio S&P 500 Value ETF Stock Down 1.0 %
Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $52.66 on Monday. The stock’s fifty day moving average is $52.04 and its two-hundred day moving average is $52.53. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $47.22 and a 52 week high of $55.42. The company has a market capitalization of $25.56 billion, a PE ratio of 22.42 and a beta of 0.95.
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.
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