Compound Planning Inc. Purchases 30,732 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Compound Planning Inc. increased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 472.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,232 shares of the company’s stock after acquiring an additional 30,732 shares during the quarter. Compound Planning Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,107,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Key Capital Management INC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $25,000. Highline Wealth Partners LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 229.2% in the 4th quarter. Highline Wealth Partners LLC now owns 451 shares of the company’s stock worth $26,000 after purchasing an additional 314 shares during the period. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth approximately $26,000. Meramec Financial Planners LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the first quarter valued at approximately $28,000. Finally, Signature Equity Partners LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 163.2% during the first quarter. Signature Equity Partners LLC now owns 500 shares of the company’s stock valued at $28,000 after purchasing an additional 310 shares in the last quarter.

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

Shares of SPYV stock opened at $61.94 on Friday. The firm has a market cap of $36.08 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The company’s 50 day moving average is $61.13 and its 200 day moving average is $59.29. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $51.97 and a 52-week high of $62.55.

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.