Perennial Investment Advisors LLC Sells 86,998 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Posted by Teresa Graham on Apr 5th, 2025

Perennial Investment Advisors LLC decreased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 11.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 671,960 shares of the company’s stock after selling 86,998 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 4.0% of Perennial Investment Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Perennial Investment Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $34,364,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Park Place Capital Corp acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. Legacy Investment Solutions LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at $37,000. Lindbrook Capital LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 224.8% in the 4th quarter. Lindbrook Capital LLC now owns 695 shares of the company’s stock valued at $36,000 after buying an additional 481 shares during the period. Angeles Investment Advisors LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth $41,000. Finally, MassMutual Private Wealth & Trust FSB acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $44,000.

SPDR Portfolio S&P 500 Value ETF Stock Down 5.7 %

Shares of NYSEARCA:SPYV opened at $46.33 on Friday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $46.27 and a fifty-two week high of $55.42. The firm’s 50-day simple moving average is $51.78 and its 200-day simple moving average is $52.46. The company has a market cap of $22.85 billion, a price-to-earnings ratio of 21.49 and a beta of 0.93.

SPDR Portfolio S&P 500 Value ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Wednesday, March 26th. Shareholders of record on Monday, March 24th were issued a $0.1798 dividend. The ex-dividend date of this dividend was Monday, March 24th.

About SPDR Portfolio S&P 500 Value ETF

(Free Report)

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.