Waller Financial Planning Group Inc. Sells 18,010 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Waller Financial Planning Group Inc. lowered its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 11.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 133,121 shares of the company’s stock after selling 18,010 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 1.9% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 14th biggest holding. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $6,798,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of SPYV. KM Capital Management Ltd. increased its position in 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 during the last quarter. Mcdonald Partners LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 1.7% in the 4th quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock valued at $651,000 after acquiring an additional 208 shares during the period. WealthPlan Investment Management LLC raised 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 valued at $302,000 after purchasing an additional 217 shares during the period. Waldron Private Wealth LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% during the 4th quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock valued at $917,000 after buying an additional 229 shares in the last quarter. Finally, Diversified Enterprises LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 2.4% in the 4th quarter. Diversified Enterprises LLC now owns 11,304 shares of the company’s stock worth $578,000 after buying an additional 264 shares during the period.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.7%

SPDR Portfolio S&P 500 Value ETF stock opened at $50.48 on Thursday. The firm has a 50 day simple moving average of $49.32 and a 200 day simple moving average of $51.40. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $44.39 and a 1-year high of $55.42. The firm has a market capitalization of $25.41 billion, a price-to-earnings ratio of 21.00 and a beta of 0.89.

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.