Lutz Financial Services LLC Acquires 59,654 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Lutz Financial Services LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,266,428 shares of the company’s stock after buying an additional 59,654 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 9.1% of Lutz Financial Services LLC’s investment portfolio, making the stock its 2nd largest position. Lutz Financial Services LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $125,402,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. First Heartland Consultants Inc. grew its stake in SPDR Portfolio S&P 500 Value ETF by 3.5% in the 3rd quarter. First Heartland Consultants Inc. now owns 362,714 shares of the company’s stock valued at $20,069,000 after acquiring an additional 12,334 shares during the period. Stonebrook Private Inc. raised its position in SPDR Portfolio S&P 500 Value ETF by 202.9% during the third quarter. Stonebrook Private Inc. now owns 91,158 shares of the company’s stock worth $5,044,000 after acquiring an additional 61,059 shares during the period. Cary Street Partners Investment Advisory LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.8% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 67,906 shares of the company’s stock valued at $3,757,000 after purchasing an additional 1,181 shares in the last quarter. Legacy Financial Advisors Inc. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter valued at about $281,000. Finally, Verus Capital Partners LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.3% during the third quarter. Verus Capital Partners LLC now owns 278,418 shares of the company’s stock worth $15,405,000 after purchasing an additional 11,456 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.8%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $58.76 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $44.39 and a twelve month high of $59.75. The firm has a market capitalization of $32.75 billion, a PE ratio of 20.50 and a beta of 0.89. The firm’s 50-day moving average price is $58.06 and its 200 day moving average price is $56.32.

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.