10,376 Shares in SPDR Portfolio S&P 500 Value ETF $SPYV Bought by Peak Wealth Management LLC

Peak Wealth Management LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 10,376 shares of the company’s stock, valued at approximately $589,000. SPDR Portfolio S&P 500 Value ETF makes up about 0.5% of Peak Wealth Management LLC’s portfolio, making the stock its 27th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SPYV. Key Capital Management INC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $25,000. Highline Wealth Partners LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 229.2% in the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock worth $26,000 after acquiring an additional 314 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $26,000. Abich Financial Wealth Management LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth $27,000. Finally, Triumph Capital Management purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth $30,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA SPYV opened at $60.10 on Monday. The firm has a market cap of $33.77 billion, a PE ratio of 20.50 and a beta of 0.82. The firm has a fifty day moving average of $57.96 and a 200 day moving average of $57.50. SPDR Portfolio S&P 500 Value ETF has a one year low of $49.60 and a one year high of $60.37.

About SPDR Portfolio S&P 500 Value ETF

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.