Potentia Wealth Grows Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Potentia Wealth grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 455,161 shares of the company’s stock after buying an additional 13,826 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 9.5% of Potentia Wealth’s portfolio, making the stock its 2nd largest position. Potentia Wealth’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $25,858,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Financial Engines Advisors L.L.C. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 0.8% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock valued at $4,522,086,000 after purchasing an additional 642,820 shares during the last quarter. Morgan Stanley raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 120.2% in the 4th quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after purchasing an additional 10,778,683 shares during the last quarter. Allworth Financial LP raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.0% in the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock valued at $1,118,890,000 after purchasing an additional 382,214 shares during the last quarter. Valmark Advisers Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.7% in the 4th quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock valued at $496,528,000 after purchasing an additional 231,888 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock valued at $474,565,000 after purchasing an additional 304,642 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $61.27 on Monday. The firm has a market capitalization of $34.43 billion, a P/E ratio of 20.50 and a beta of 0.82. The company has a 50 day moving average price of $59.66 and a 200 day moving average price of $58.38. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $50.82 and a 52 week high of $61.49.

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.