SVB Wealth LLC Has $1.01 Million Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

SVB Wealth LLC reduced its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 64.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,922 shares of the company’s stock after selling 32,608 shares during the period. SVB Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,014,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Key Capital Management INC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $25,000. Highline Wealth Partners LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 229.2% in the fourth quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock valued at $26,000 after buying an additional 314 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at about $26,000. Triumph Capital Management acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at about $30,000. Finally, CENTRAL TRUST Co increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 191.2% during the fourth quarter. CENTRAL TRUST Co now owns 527 shares of the company’s stock worth $30,000 after acquiring an additional 346 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $60.56 on Wednesday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $51.49 and a fifty-two week high of $61.87. The firm has a market capitalization of $34.03 billion, a PE ratio of 20.50 and a beta of 0.82. The company’s 50-day moving average is $60.18 and its 200 day moving average is $58.59.

SPDR Portfolio S&P 500 Value ETF Company 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.