SPDR Portfolio S&P 500 Value ETF $SPYV Stock Holdings Trimmed by RFG Advisory LLC

RFG Advisory LLC reduced its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 29.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 142,015 shares of the company’s stock after selling 58,138 shares during the period. RFG Advisory LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $8,068,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Liberty Atlantic Advisors LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at about $529,000. Milestone Asset Management Group LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 11.8% in the fourth quarter. Milestone Asset Management Group LLC now owns 79,936 shares of the company’s stock valued at $4,541,000 after buying an additional 8,465 shares during the last quarter. Alta Wealth Advisors LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 6.3% in the fourth quarter. Alta Wealth Advisors LLC now owns 594,790 shares of the company’s stock valued at $33,790,000 after buying an additional 35,144 shares during the last quarter. Foronjy Financial LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 14.9% in the fourth quarter. Foronjy Financial LLC now owns 180,359 shares of the company’s stock valued at $10,246,000 after buying an additional 23,400 shares during the last quarter. Finally, Falcon Wealth Planning bought a new stake in SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at about $202,000.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.8%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $59.97 on Wednesday. The firm has a market cap of $33.70 billion, a P/E ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $49.08 and a fifty-two week high of $60.34. The business has a 50-day moving average price of $57.91 and a 200 day moving average price of $57.43.

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.