SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Liberty Wealth Management LLC

Liberty Wealth Management LLC lowered its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 41.8% during the second quarter, Holdings Channel.com reports. The firm owned 8,215 shares of the company’s stock after selling 5,895 shares during the quarter. Liberty Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $430,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Flagship Private Wealth LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 0.7% in the second quarter. Flagship Private Wealth LLC now owns 27,505 shares of the company’s stock valued at $1,440,000 after acquiring an additional 197 shares in the last quarter. Red Tortoise LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.3% in the 2nd quarter. Red Tortoise LLC now owns 70,172 shares of the company’s stock valued at $3,673,000 after purchasing an additional 207 shares during the last quarter. Warren Street Wealth Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% in the 2nd quarter. Warren Street Wealth Advisors LLC now owns 12,309 shares of the company’s stock valued at $644,000 after purchasing an additional 209 shares in the last quarter. Key Client Fiduciary Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.4% in the 2nd quarter. Key Client Fiduciary Advisors LLC now owns 6,432 shares of the company’s stock valued at $337,000 after purchasing an additional 214 shares in the last quarter. Finally, Community Bank N.A. lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.1% during the 2nd quarter. Community Bank N.A. now owns 11,029 shares of the company’s stock worth $577,000 after purchasing an additional 223 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA:SPYV opened at $56.25 on Monday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $44.39 and a 12 month high of $56.37. The firm has a market capitalization of $30.25 billion, a PE ratio of 20.50 and a beta of 0.94. The business’s fifty day moving average price is $54.92 and its 200 day moving average price 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.