SPDR Portfolio S&P 500 Value ETF $SPYV Stake Raised by Northwest Wealth Advisors LLC

Northwest Wealth Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 9.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 186,117 shares of the company’s stock after acquiring an additional 16,065 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up about 7.5% of Northwest Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Northwest Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $10,530,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. AQR Capital Management LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF by 13.9% in the first quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock valued at $3,361,000 after purchasing an additional 8,012 shares during the period. Russell Investments Group Ltd. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 330.6% during the 2nd quarter. Russell Investments Group Ltd. now owns 5,202 shares of the company’s stock valued at $272,000 after buying an additional 3,994 shares in the last quarter. Marshall Wace LLP purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at approximately $3,008,000. Qube Research & Technologies Ltd grew its stake in SPDR Portfolio S&P 500 Value ETF by 28.5% in the 2nd quarter. Qube Research & Technologies Ltd now owns 10,800 shares of the company’s stock valued at $565,000 after acquiring an additional 2,394 shares during the period. Finally, Peapack Gladstone Financial Corp acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at $295,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA SPYV traded up $0.02 on Tuesday, hitting $61.87. The company had a trading volume of 569,776 shares, compared to its average volume of 3,331,281. The company’s fifty day moving average price is $60.59 and its 200-day moving average price is $58.85. The company has a market capitalization of $35.93 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $51.97 and a 12-month high of $62.19.

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.