OakTrust Wealth Advisors LLC Buys New Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

OakTrust Wealth Advisors LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 9,344 shares of the company’s stock, valued at approximately $531,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Morgan Stanley boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after purchasing an additional 10,778,683 shares in the last quarter. Allworth Financial LP lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 16.1% during the third 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 in the last quarter. Valpey Financial Services LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 5,865.0% during the fourth quarter. Valpey Financial Services LLC now owns 2,133,308 shares of the company’s stock worth $121,193,000 after purchasing an additional 2,097,544 shares in the last quarter. Royal Bank of Canada grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 38.5% during the fourth quarter. Royal Bank of Canada now owns 6,004,456 shares of the company’s stock valued at $341,112,000 after purchasing an additional 1,670,152 shares during the last quarter. Finally, Wellington Management Group LLP bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $68,850,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $60.87 on Friday. The firm has a 50 day simple moving average of $60.01 and a 200 day simple moving average of $58.51. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $50.82 and a fifty-two week high of $61.87. The firm has a market cap of $34.21 billion, a P/E ratio of 20.50 and a beta of 0.82.

About SPDR Portfolio S&P 500 Value ETF

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.