Optimist Retirement Group LLC Makes New $13.72 Million Investment in SPDR S&P 600 Small Cap Value ETF $SLYV

Optimist Retirement Group LLC acquired a new stake in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 134,347 shares of the company’s stock, valued at approximately $13,724,000. SPDR S&P 600 Small Cap Value ETF makes up about 5.6% of Optimist Retirement Group LLC’s investment portfolio, making the stock its 5th largest position. Optimist Retirement Group LLC owned 0.29% of SPDR S&P 600 Small Cap Value ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. NorthRock Partners LLC raised its position in shares of SPDR S&P 600 Small Cap Value ETF by 4.5% in the second quarter. NorthRock Partners LLC now owns 834,093 shares of the company’s stock valued at $91,008,000 after buying an additional 36,181 shares during the last quarter. Goelzer Investment Management Inc. purchased a new position in shares of SPDR S&P 600 Small Cap Value ETF in the third quarter worth about $32,453,000. Rodgers & Associates LTD acquired a new position in SPDR S&P 600 Small Cap Value ETF during the third quarter worth about $32,344,000. Fragasso Financial Advisors Inc acquired a new position in SPDR S&P 600 Small Cap Value ETF during the third quarter worth about $31,517,000. Finally, Dean Jacobson Financial Services LLC acquired a new position in SPDR S&P 600 Small Cap Value ETF during the third quarter worth about $29,367,000.

SPDR S&P 600 Small Cap Value ETF Trading Up 1.7%

Shares of NYSEARCA SLYV opened at $107.98 on Thursday. SPDR S&P 600 Small Cap Value ETF has a 12-month low of $83.89 and a 12-month high of $112.40. The stock has a market cap of $5.09 billion, a PE ratio of 14.20 and a beta of 1.03. The company has a 50-day moving average of $105.47 and a 200 day moving average of $103.33.

SPDR S&P 600 Small Cap Value ETF Company Profile

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics. In seeking to track the performance of the S&P Small Cap 600 Value Index (the Index), the Fund employs a replication strategy. The Index measures the performance of the small-capitalization value sector in the United States equity market.