Synergy Asset Management LLC Makes New Investment in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Synergy Asset Management LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,021 shares of the company’s stock, valued at approximately $54,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. First National Bank of Omaha boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.4% in 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 in the last quarter. Venturi Wealth Management LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 18.0% in the 3rd 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. MAI Capital Management boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.5% in the third quarter. MAI Capital Management now owns 16,614 shares of the company’s stock valued at $878,000 after buying an additional 243 shares in the last quarter. HBW Advisory Services LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF by 3.7% during the fourth quarter. HBW Advisory Services LLC now owns 8,891 shares of the company’s stock worth $455,000 after acquiring an additional 314 shares during the period. Finally, Integrity Wealth Solutions LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 1.3% in the third quarter. Integrity Wealth Solutions LLC now owns 24,054 shares of the company’s stock worth $1,271,000 after acquiring an additional 315 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $52.89 on Friday. SPDR Portfolio S&P 500 Value ETF has a one year low of $46.42 and a one year high of $55.42. The company has a market cap of $22.92 billion, a P/E ratio of 24.09 and a beta of 0.81. The business has a fifty day moving average of $52.63 and a two-hundred day moving average of $52.22.

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.