SPDR Portfolio S&P 500 Value ETF $SPYV Stock Bought by Jacksonville Wealth Management LLC

Jacksonville Wealth Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 34.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 99,477 shares of the company’s stock after buying an additional 25,643 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises about 3.2% of Jacksonville Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Jacksonville Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $6,081,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Chicago Partners Investment Group LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter worth about $3,862,000. Provenance Wealth Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 5.2% during the third quarter. Provenance Wealth Advisors LLC now owns 447,216 shares of the company’s stock worth $27,338,000 after purchasing an additional 21,908 shares in the last quarter. Guardian Wealth Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 5.4% during the third quarter. Guardian Wealth Advisors LLC now owns 231,483 shares of the company’s stock worth $14,829,000 after purchasing an additional 11,767 shares in the last quarter. Integrity Alliance LLC. purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at about $4,451,000. Finally, Gerber Kawasaki Wealth & Investment Management lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.7% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 2,819,507 shares of the company’s stock valued at $172,356,000 after purchasing an additional 126,352 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Up 2.1%

Shares of NYSEARCA SPYV opened at $65.14 on Thursday. The stock has a market cap of $39.46 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $54.44 and a 52-week high of $65.21. The business has a 50-day moving average price of $62.93 and a 200 day moving average price of $60.67.

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.