KWB Wealth Raises Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

KWB Wealth raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 7.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,752,061 shares of the company’s stock after acquiring an additional 123,419 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 9.4% of KWB Wealth’s portfolio, making the stock its 2nd biggest holding. KWB Wealth’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $99,535,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. AQR Capital Management LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 13.9% during the first quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock valued at $3,361,000 after purchasing an additional 8,012 shares during the last quarter. Ensign Peak Advisors Inc bought a new stake in SPDR Portfolio S&P 500 Value ETF during the second quarter worth approximately $5,867,000. JPMorgan Chase & Co. grew its position in SPDR Portfolio S&P 500 Value ETF by 5.7% in the second quarter. JPMorgan Chase & Co. now owns 7,191,638 shares of the company’s stock worth $376,410,000 after buying an additional 390,643 shares during the last quarter. MAI Capital Management grew its position in SPDR Portfolio S&P 500 Value ETF by 8.1% in the second quarter. MAI Capital Management now owns 23,853 shares of the company’s stock worth $1,248,000 after buying an additional 1,797 shares during the last quarter. Finally, AlphaCore Capital LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 7.2% in the second quarter. AlphaCore Capital LLC now owns 6,146 shares of the company’s stock worth $322,000 after buying an additional 415 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA SPYV opened at $56.17 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $44.39 and a 1 year high of $59.75. The business’s fifty day moving average is $58.29 and its two-hundred day moving average is $56.84. The stock has a market capitalization of $31.30 billion, a P/E ratio of 20.50 and a beta of 0.89.

SPDR Portfolio S&P 500 Value ETF 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. 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.