Perigon Wealth Management LLC Purchases 407 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Perigon Wealth Management LLC lifted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 78,785 shares of the company’s stock after buying an additional 407 shares during the period. Perigon Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,071,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. lifted its position in SPDR Portfolio S&P 500 Value ETF by 5.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,569,723 shares of the company’s stock valued at $294,416,000 after acquiring an additional 286,795 shares in the last quarter. Private Advisor Group LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.6% during the third quarter. Private Advisor Group LLC now owns 2,761,731 shares of the company’s stock valued at $145,985,000 after purchasing an additional 121,974 shares in the last quarter. ORG Wealth Partners LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the third quarter valued at $33,000. Ausdal Financial Partners Inc. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 44.7% during the third quarter. Ausdal Financial Partners Inc. now owns 132,221 shares of the company’s stock valued at $6,989,000 after buying an additional 40,830 shares during the last quarter. Finally, Diversify Advisory Services LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 12.9% in the 3rd quarter. Diversify Advisory Services LLC now owns 219,542 shares of the company’s stock worth $11,693,000 after buying an additional 25,003 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.4 %

Shares of NYSEARCA SPYV opened at $52.91 on Wednesday. The firm’s 50-day moving average price is $52.64 and its 200-day moving average price is $52.22. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $46.42 and a 52-week high of $55.42. The company has a market cap of $22.93 billion, a PE ratio of 24.09 and a beta of 0.81.

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.