SPDR Portfolio S&P 500 Value ETF $SPYV is Waller Financial Planning Group Inc.’s 4th Largest Position

Waller Financial Planning Group Inc. raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 234.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 569,686 shares of the company’s stock after buying an additional 399,501 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 7.2% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 4th largest position. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $32,364,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Buttonwood Financial Group LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 83.7% in the fourth quarter. Buttonwood Financial Group LLC now owns 190,446 shares of the company’s stock worth $11,088,000 after acquiring an additional 86,786 shares during the period. Mayflower Financial Advisors LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 27.9% during the 4th quarter. Mayflower Financial Advisors LLC now owns 4,777 shares of the company’s stock valued at $271,000 after purchasing an additional 1,041 shares during the period. Balanced Wealth Group LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 2.9% during the 4th quarter. Balanced Wealth Group LLC now owns 790,564 shares of the company’s stock valued at $43,776,000 after purchasing an additional 22,585 shares during the period. Signal Advisors Wealth LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 31.6% in the 4th quarter. Signal Advisors Wealth LLC now owns 16,648 shares of the company’s stock worth $946,000 after purchasing an additional 4,000 shares in the last quarter. Finally, Castleview Partners LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 3.4% in the 4th quarter. Castleview Partners LLC now owns 12,195 shares of the company’s stock worth $693,000 after purchasing an additional 396 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.5%

NYSEARCA:SPYV opened at $56.29 on Friday. The company has a 50-day moving average price of $58.19 and a 200-day moving average price of $56.84. The stock has a market cap of $31.37 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $44.39 and a 12 month 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.