SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Synergy Investment Management LLC

Synergy Investment Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 16.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 145,226 shares of the company’s stock after buying an additional 20,379 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 3.1% of Synergy Investment Management LLC’s portfolio, making the stock its 8th biggest holding. Synergy Investment Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $8,035,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of SPYV. Farther Finance Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 176,237 shares of the company’s stock valued at $9,751,000 after purchasing an additional 21,383 shares during the period. ERn Financial LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 11.2% in the 3rd quarter. ERn Financial LLC now owns 644,527 shares of the company’s stock valued at $35,662,000 after buying an additional 64,828 shares during the last quarter. Destiny Capital Corp CO lifted its position in SPDR Portfolio S&P 500 Value ETF by 7.4% during the third quarter. Destiny Capital Corp CO now owns 357,542 shares of the company’s stock worth $19,783,000 after acquiring an additional 24,508 shares during the last quarter. AE Wealth Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 19.5% during the 3rd quarter. AE Wealth Management LLC now owns 3,117,992 shares of the company’s stock valued at $172,519,000 after acquiring an additional 509,151 shares during the period. Finally, Capital Advisory Group Advisory Services LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 10.2% during the 3rd quarter. Capital Advisory Group Advisory Services LLC now owns 146,694 shares of the company’s stock worth $8,117,000 after buying an additional 13,540 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $59.20 on Thursday. The company’s 50 day moving average price is $57.96 and its two-hundred day moving average price is $56.16. The firm has a market capitalization of $32.99 billion, a P/E ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $44.39 and a fifty-two week high of $59.75.

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.