SPDR Portfolio S&P 500 Value ETF $SPYV Stock Holdings Cut by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC lowered its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 13.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 491,618 shares of the company’s stock after selling 77,672 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises about 3.4% of Inspirion Wealth Advisors LLC’s portfolio, making the stock its 8th biggest holding. Inspirion Wealth Advisors LLC owned about 0.09% of SPDR Portfolio S&P 500 Value ETF worth $27,929,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Asempa Wealth Advisors acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth approximately $945,000. Baker Tilly Wealth Management LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 5.7% in the 4th quarter. Baker Tilly Wealth Management LLC now owns 16,209 shares of the company’s stock valued at $921,000 after purchasing an additional 875 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 0.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 4,637,090 shares of the company’s stock valued at $268,627,000 after purchasing an additional 38,621 shares during the period. Signet Financial Management LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 0.9% in the fourth quarter. Signet Financial Management LLC now owns 510,761 shares of the company’s stock valued at $29,016,000 after purchasing an additional 4,421 shares during the period. Finally, MKT Advisors LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 27.6% during the fourth quarter. MKT Advisors LLC now owns 32,194 shares of the company’s stock worth $1,852,000 after purchasing an additional 6,969 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 1.0%

SPYV opened at $55.84 on Monday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $59.75. The business has a fifty day simple moving average of $58.33 and a 200-day simple moving average of $56.83. The firm has a market cap of $31.12 billion, a P/E ratio of 20.50 and a beta of 0.89.

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.