SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by Vertrix Wealth Management LLC

Vertrix Wealth Management LLC reduced its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 6.8% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 199,787 shares of the company’s stock after selling 14,671 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises approximately 4.1% of Vertrix Wealth Management LLC’s portfolio, making the stock its 4th biggest position. Vertrix Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $12,145,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Key Capital Management INC purchased a new position in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at approximately $25,000. Meramec Financial Planners LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF during the first quarter worth $28,000. Signature Equity Partners LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 163.2% in the 1st 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. Advisortrust Partners LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 1st quarter valued at $29,000. Finally, CENTRAL TRUST Co lifted its stake in SPDR Portfolio S&P 500 Value ETF by 191.2% during the 4th quarter. CENTRAL TRUST Co now owns 527 shares of the company’s stock valued at $30,000 after acquiring an additional 346 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $63.14 on Monday. The company has a market capitalization of $36.81 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The firm’s fifty day moving average price is $61.49 and its two-hundred day moving average price is $59.63. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $52.97 and a 1 year high of $63.31.

About SPDR Portfolio S&P 500 Value ETF

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.