SPDR Portfolio S&P 500 Value ETF $SPYV is SkyOak Wealth LLC’s Largest Position

SkyOak Wealth LLC boosted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 9.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 496,987 shares of the company’s stock after buying an additional 43,394 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 5.1% of SkyOak Wealth LLC’s holdings, making the stock its largest position. SkyOak Wealth LLC owned about 0.09% of SPDR Portfolio S&P 500 Value ETF worth $28,234,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of SPYV. AQR Capital Management LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 13.9% in the first quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock worth $3,361,000 after buying an additional 8,012 shares during the last quarter. Russell Investments Group Ltd. increased its position in SPDR Portfolio S&P 500 Value ETF by 330.6% in the second quarter. Russell Investments Group Ltd. now owns 5,202 shares of the company’s stock worth $272,000 after buying an additional 3,994 shares during the last quarter. Marshall Wace LLP purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the second quarter worth $3,008,000. Qube Research & Technologies Ltd grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 28.5% in the second quarter. Qube Research & Technologies Ltd now owns 10,800 shares of the company’s stock valued at $565,000 after purchasing an additional 2,394 shares in the last quarter. Finally, Peapack Gladstone Financial Corp purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the second quarter valued at $295,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA SPYV opened at $60.31 on Friday. The stock has a market cap of $33.89 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $49.68 and a fifty-two week high of $60.52. The stock has a fifty day moving average of $58.04 and a 200-day moving average of $57.65.

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.