Investments & Financial Planning LLC Grows Stock Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Investments & Financial Planning LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.2% during the fourth quarter, HoldingsChannel reports. The firm owned 11,222 shares of the company’s stock after purchasing an additional 350 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 0.4% of Investments & Financial Planning LLC’s investment portfolio, making the stock its 20th largest holding. Investments & Financial Planning LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $574,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. First National Bank of Omaha increased its position in SPDR Portfolio S&P 500 Value ETF by 1.4% during the third quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock worth $711,000 after purchasing an additional 187 shares during the last quarter. Venturi Wealth Management LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 18.0% during the 3rd quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock worth $70,000 after buying an additional 202 shares during the last quarter. Waldron Private Wealth LLC raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% in the 4th quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock worth $917,000 after buying an additional 229 shares during the period. MAI Capital Management boosted its holdings in 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 acquiring an additional 243 shares during the last quarter. Finally, Concord Wealth Partners grew its position in SPDR Portfolio S&P 500 Value ETF by 5.6% during the fourth quarter. Concord Wealth Partners now owns 5,676 shares of the company’s stock valued at $290,000 after acquiring an additional 303 shares during the period.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA:SPYV opened at $52.58 on Friday. The business has a 50-day moving average of $52.40 and a two-hundred day moving average of $52.30. The firm has a market capitalization of $22.79 billion, a PE ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $46.42 and a 12 month high of $55.42.

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.