Global Financial Private Client LLC Has $2.81 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Global Financial Private Client LLC trimmed its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 55,022 shares of the company’s stock after selling 1,039 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises about 1.1% of Global Financial Private Client LLC’s portfolio, making the stock its 13th largest position. Global Financial Private Client LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,814,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Wealthspire Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% in the second quarter. Wealthspire Advisors LLC now owns 26,002 shares of the company’s stock valued at $1,267,000 after purchasing an additional 984 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its position in SPDR Portfolio S&P 500 Value ETF by 17.2% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 6,550 shares of the company’s stock worth $319,000 after buying an additional 961 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 4.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 4,378,992 shares of the company’s stock worth $213,432,000 after buying an additional 183,903 shares during the last quarter. One Capital Management LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 78.8% in the 2nd quarter. One Capital Management LLC now owns 75,323 shares of the company’s stock valued at $3,671,000 after acquiring an additional 33,205 shares in the last quarter. Finally, Total Clarity Wealth Management Inc. grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 14.0% in the 2nd quarter. Total Clarity Wealth Management Inc. now owns 106,953 shares of the company’s stock valued at $5,213,000 after acquiring an additional 13,117 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPYV opened at $50.75 on Tuesday. The business’s 50-day simple moving average is $52.99 and its 200 day simple moving average is $51.96. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $45.64 and a 52-week high of $55.42. The firm has a market capitalization of $22.00 billion, a PE ratio of 24.09 and a beta of 0.81.

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.