Lutz Financial Services LLC Acquires 46,773 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Lutz Financial Services LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,434,676 shares of the company’s stock after acquiring an additional 46,773 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 9.3% of Lutz Financial Services LLC’s investment portfolio, making the stock its 2nd biggest position. Lutz Financial Services LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $137,754,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Financial Engines Advisors L.L.C. increased its position in SPDR Portfolio S&P 500 Value ETF by 0.8% during the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock worth $4,522,086,000 after purchasing an additional 642,820 shares during the last quarter. Morgan Stanley lifted its stake in SPDR Portfolio S&P 500 Value ETF by 120.2% during the fourth quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock worth $1,121,873,000 after purchasing an additional 10,778,683 shares in the last quarter. Allworth Financial LP lifted its stake in SPDR Portfolio S&P 500 Value ETF by 2.0% during the 4th quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock worth $1,118,890,000 after acquiring an additional 382,214 shares in the last quarter. Valmark Advisers Inc. boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 2.9% in the first quarter. Valmark Advisers Inc. now owns 8,996,058 shares of the company’s stock valued at $508,997,000 after purchasing an additional 255,913 shares during the period. Finally, Ameriprise Financial Inc. grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the third quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock worth $474,565,000 after acquiring an additional 304,642 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $61.84 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $51.97 and a 12 month high of $62.19. The stock has a market capitalization of $35.96 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The business has a fifty day moving average price of $60.84 and a 200 day moving average price of $59.02.

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.