Milestone Asset Management Group LLC Buys 8,465 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Milestone Asset Management Group LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 11.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 79,936 shares of the company’s stock after buying an additional 8,465 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up 2.6% of Milestone Asset Management Group LLC’s holdings, making the stock its 9th biggest holding. Milestone Asset Management Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,541,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. ERn Financial LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 11.2% in the 3rd quarter. ERn Financial LLC now owns 644,527 shares of the company’s stock worth $35,662,000 after acquiring an additional 64,828 shares in the last quarter. Asempa Wealth Advisors bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter worth $945,000. Destiny Capital Corp CO grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 7.4% in the 3rd quarter. Destiny Capital Corp CO now owns 357,542 shares of the company’s stock worth $19,783,000 after acquiring an additional 24,508 shares in the last quarter. AE Wealth Management LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 19.5% in the 3rd quarter. AE Wealth Management LLC now owns 3,117,992 shares of the company’s stock worth $172,519,000 after acquiring an additional 509,151 shares in the last quarter. Finally, Capital Advisory Group Advisory Services LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 10.2% in the 3rd quarter. Capital Advisory Group Advisory Services LLC now owns 146,694 shares of the company’s stock worth $8,117,000 after acquiring an additional 13,540 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA SPYV opened at $59.50 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $49.08 and a 1 year high of $60.34. The firm has a market cap of $33.44 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The company has a fifty day moving average price of $57.90 and a 200-day moving average price of $57.40.

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. 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.