Moisand Fitzgerald Tamayo LLC trimmed its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 17.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 3,749 shares of the company’s stock after selling 790 shares during the period. Moisand Fitzgerald Tamayo LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $192,000 at the end of the most recent reporting period.
Other large investors have also made changes to their positions in the company. First National Bank of Omaha lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% in the third quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock worth $711,000 after buying an additional 187 shares in the last quarter. KM Capital Management Ltd. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% in the fourth quarter. KM Capital Management Ltd. now owns 5,068 shares of the company’s stock worth $259,000 after buying an additional 192 shares in the last quarter. Venturi Wealth Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 18.0% in the third quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock worth $70,000 after buying an additional 202 shares in the last quarter. Mcdonald Partners LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% in the fourth quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after buying an additional 208 shares in the last quarter. Finally, WealthPlan Investment Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% in the fourth quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock worth $302,000 after buying an additional 217 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Trading Down 1.0 %
NYSEARCA:SPYV opened at $52.66 on Monday. The company has a market capitalization of $25.56 billion, a P/E ratio of 22.42 and a beta of 0.95. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $47.22 and a 12 month high of $55.42. The business’s 50-day moving average is $52.04 and its 200 day moving average is $52.53.
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.
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