NorthRock Partners LLC Increases Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

NorthRock Partners LLC boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,625,524 shares of the company’s stock after acquiring an additional 180,503 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 6.3% of NorthRock Partners LLC’s investment portfolio, making the stock its 3rd largest holding. NorthRock Partners LLC owned about 0.91% of SPDR Portfolio S&P 500 Value ETF worth $242,099,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Financial Engines Advisors L.L.C. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 0.8% in the first quarter. Financial Engines Advisors L.L.C. now owns 78,809,775 shares of the company’s stock valued at $4,024,815,000 after acquiring an additional 595,377 shares during the last quarter. Demars Financial Group LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 7.7% in the first quarter. Demars Financial Group LLC now owns 17,380,190 shares of the company’s stock valued at $887,606,000 after acquiring an additional 1,235,219 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 11.8% in the first quarter. Ameriprise Financial Inc. now owns 8,980,322 shares of the company’s stock valued at $458,755,000 after acquiring an additional 949,699 shares during the last quarter. Valmark Advisers Inc. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 4.1% in the second quarter. Valmark Advisers Inc. now owns 8,271,615 shares of the company’s stock valued at $432,936,000 after acquiring an additional 326,580 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 25.0% in the first quarter. JPMorgan Chase & Co. now owns 6,800,995 shares of the company’s stock valued at $347,327,000 after acquiring an additional 1,360,243 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPYV stock opened at $54.27 on Monday. The business’s 50 day simple moving average is $54.49 and its 200 day simple moving average is $52.03. SPDR Portfolio S&P 500 Value ETF has a one year low of $44.39 and a one year high of $56.03. The stock has a market capitalization of $29.16 billion, a PE ratio of 20.50 and a beta of 0.94.

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.