Legacy Financial Group LLC Grows Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Legacy Financial Group LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 247,196 shares of the company’s stock after purchasing an additional 8,928 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 1.8% of Legacy Financial Group LLC’s portfolio, making the stock its 21st biggest position. Legacy Financial Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $14,632,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vantagepoint Investment Advisers LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at about $246,963,000. Allworth Financial LP boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 16.1% during the 3rd quarter. Allworth Financial LP now owns 19,313,081 shares of the company’s stock worth $1,068,593,000 after purchasing an additional 2,682,951 shares during the period. Wellington Management Group LLP acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $68,850,000. Corient Private Wealth LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 103.6% in the second quarter. Corient Private Wealth LLC now owns 1,838,839 shares of the company’s stock valued at $96,245,000 after purchasing an additional 935,644 shares during the period. Finally, Willis Johnson & Associates Inc. lifted its stake in SPDR Portfolio S&P 500 Value ETF by 18.8% during the third quarter. Willis Johnson & Associates Inc. now owns 5,218,947 shares of the company’s stock worth $288,764,000 after purchasing an additional 826,017 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.2%

Shares of NYSEARCA SPYV opened at $60.31 on Friday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $49.68 and a twelve month high of $60.52. The stock has a fifty day simple moving average of $58.04 and a 200-day simple moving average of $57.65. The stock has a market capitalization of $33.89 billion, a PE ratio of 20.50 and a beta of 0.82.

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.