SPDR Portfolio S&P 500 Value ETF $SPYV is Waystone Advisors LLC’s 10th Largest Position

Waystone Advisors LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 141.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 44,819 shares of the company’s stock after purchasing an additional 26,281 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 2.3% of Waystone Advisors LLC’s holdings, making the stock its 10th biggest holding. Waystone Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,536,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of SPYV. Financial Engines Advisors L.L.C. boosted its stake in SPDR Portfolio S&P 500 Value ETF by 0.8% during the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after buying an additional 642,820 shares during the period. Morgan Stanley lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock worth $1,121,873,000 after acquiring an additional 10,778,683 shares during the last quarter. Allworth Financial LP boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.0% during the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock worth $1,118,890,000 after purchasing an additional 382,214 shares during the period. Valmark Advisers Inc. boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.7% during the 4th quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock worth $496,528,000 after purchasing an additional 231,888 shares during the period. Finally, Ameriprise Financial Inc. grew its holdings in SPDR Portfolio S&P 500 Value ETF by 3.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock valued at $474,565,000 after purchasing an additional 304,642 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $60.87 on Monday. The firm has a market capitalization of $34.21 billion, a P/E ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $50.82 and a 1-year high of $61.87. The company’s 50-day moving average is $60.07 and its 200 day moving average is $58.54.

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.