Exchange Traded Concepts LLC Has $71.64 Million Stock Position in SPDR Portfolio S&P 500 Value ETF $SPYV

Exchange Traded Concepts LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 11.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,261,026 shares of the company’s stock after purchasing an additional 128,972 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 0.5% of Exchange Traded Concepts LLC’s holdings, making the stock its 25th biggest position. Exchange Traded Concepts LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $71,639,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in SPYV. Wealthcare Advisory Partners LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 8.2% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 188,570 shares of the company’s stock valued at $10,713,000 after buying an additional 14,282 shares during the period. Sherman Wealth Management LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $904,000. Net Worth Advisory Group acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $442,000. JFS Wealth Advisors LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 21.2% in the 4th quarter. JFS Wealth Advisors LLC now owns 5,269 shares of the company’s stock valued at $299,000 after acquiring an additional 920 shares during the last quarter. Finally, Dakota Wealth Management increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 9.5% in the 4th quarter. Dakota Wealth Management now owns 688,529 shares of the company’s stock valued at $39,115,000 after acquiring an additional 59,884 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA:SPYV opened at $55.59 on Friday. The firm’s 50 day simple moving average is $58.13 and its 200 day simple moving average is $56.85. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $44.39 and a fifty-two week high of $59.75. The company has a market capitalization of $30.98 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89.

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.