Pacific Excel Wealth Advisors Inc. Trims Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Pacific Excel Wealth Advisors Inc. lessened its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 80.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,967 shares of the company’s stock after selling 20,175 shares during the quarter. Pacific Excel Wealth Advisors Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $302,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Key Capital Management INC bought a new stake in SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth about $25,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at approximately $26,000. Meramec Financial Planners LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the first quarter valued at approximately $28,000. Signature Equity Partners LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 163.2% during the first quarter. Signature Equity Partners LLC now owns 500 shares of the company’s stock valued at $28,000 after buying an additional 310 shares during the last quarter. Finally, Advisortrust Partners LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the first quarter worth approximately $29,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA SPYV opened at $63.00 on Thursday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $52.53 and a fifty-two week high of $63.32. The company has a market cap of $36.73 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The business’s 50 day moving average price is $61.42 and its 200-day moving average price is $59.56.

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.