WCG Wealth Advisors LLC Raises Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

WCG Wealth Advisors LLC grew its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 43.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 76,347 shares of the company’s stock after purchasing an additional 23,193 shares during the period. WCG Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,337,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in SPYV. Key Capital Management INC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at $25,000. Highline Wealth Partners LLC raised its position 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 during the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth $26,000. Abich Financial Wealth Management LLC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth $27,000. Finally, Triumph Capital Management purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth about $30,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.9%

Shares of SPYV stock opened at $61.38 on Friday. The company’s fifty day simple moving average is $59.12 and its 200-day simple moving average is $58.15. The company has a market cap of $34.49 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 $50.76 and a 52 week high of $61.49.

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.