Shepherd Financial Partners LLC Acquires 20,074 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Shepherd Financial Partners LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 537,900 shares of the company’s stock after buying an additional 20,074 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 2.8% of Shepherd Financial Partners LLC’s investment portfolio, making the stock its 11th largest holding. Shepherd Financial Partners LLC owned about 0.10% of SPDR Portfolio S&P 500 Value ETF worth $29,762,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SPYV. Abich Financial Wealth Management LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at about $27,000. Legacy Investment Solutions LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at $36,000. Atlantic Union Bankshares Corp acquired a new position in SPDR Portfolio S&P 500 Value ETF during the second quarter worth $36,000. Crewe Advisors LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 209.0% during the second quarter. Crewe Advisors LLC now owns 828 shares of the company’s stock worth $43,000 after buying an additional 560 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. bought a new position in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter valued at $44,000.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA:SPYV opened at $58.99 on Friday. The firm has a 50-day moving average of $57.83 and a 200-day moving average of $56.03. The company has a market cap of $32.88 billion, a PE ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a one year low of $44.39 and a one year high of $59.75.

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. 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.