SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Stock Holdings Raised by Optimist Retirement Group LLC

Optimist Retirement Group LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 224,497 shares of the company’s stock after purchasing an additional 1,619 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 5.4% of Optimist Retirement Group LLC’s investment portfolio, making the stock its 3rd largest position. Optimist Retirement Group LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $11,867,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of SPYV. Price T Rowe Associates Inc. MD purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the 1st quarter valued at $278,000. ORG Partners LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the second quarter valued at approximately $38,000. Triad Wealth Partners LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the second quarter worth $38,000. Portside Wealth Group LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 42.0% in the second quarter. Portside Wealth Group LLC now owns 156,374 shares of the company’s stock worth $7,622,000 after purchasing an additional 46,227 shares in the last quarter. Finally, Baker Tilly Wealth Management LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 12.9% in the second quarter. Baker Tilly Wealth Management LLC now owns 19,899 shares of the company’s stock worth $970,000 after purchasing an additional 2,276 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.1 %

Shares of SPYV stock traded down $0.06 during mid-day trading on Thursday, reaching $53.40. 176,789 shares of the company’s stock traded hands, compared to its average volume of 2,546,391. The company’s 50-day moving average price is $53.60 and its 200-day moving average price is $51.53. The company has a market cap of $23.14 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $45.32 and a 12 month high of $55.42.

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.