Waverly Advisors LLC Has $47.85 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

Waverly Advisors LLC raised its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 845,713 shares of the company’s stock after purchasing an additional 42,071 shares during the period. Waverly Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $47,850,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in SPYV. ERn Financial LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.9% during the 4th quarter. ERn Financial LLC now owns 676,263 shares of the company’s stock worth $38,419,000 after acquiring an additional 31,736 shares in the last quarter. Rockefeller Capital Management L.P. lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 7.1% in the 4th quarter. Rockefeller Capital Management L.P. now owns 278,065 shares of the company’s stock worth $15,797,000 after purchasing an additional 18,366 shares during the last quarter. Cobblestone Asset Management LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 44.0% during the fourth quarter. Cobblestone Asset Management LLC now owns 243,084 shares of the company’s stock worth $13,810,000 after purchasing an additional 74,268 shares during the period. OLD National Bancorp IN boosted its position in SPDR Portfolio S&P 500 Value ETF by 2.2% during the fourth quarter. OLD National Bancorp IN now owns 1,661,688 shares of the company’s stock worth $94,400,000 after purchasing an additional 36,118 shares during the period. Finally, Fifth Third Wealth Advisors LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 24.2% during the fourth quarter. Fifth Third Wealth Advisors LLC now owns 434,810 shares of the company’s stock worth $24,702,000 after purchasing an additional 84,646 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.9%

Shares of SPYV stock opened at $61.94 on Friday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $51.97 and a 12 month high of $62.55. The company has a market cap of $36.08 billion, a PE ratio of 20.50 and a beta of 0.82. The business’s 50 day moving average is $61.13 and its two-hundred day moving average is $59.29.

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.