SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Purchased by Williams Financial LLC

Williams Financial LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 689,786 shares of the company’s stock after purchasing an additional 3,756 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for 8.4% of Williams Financial LLC’s portfolio, making the stock its largest holding. Williams Financial LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $33,620,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Narus Financial Partners LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 2.8% during the 2nd quarter. Narus Financial Partners LLC now owns 7,246 shares of the company’s stock valued at $353,000 after purchasing an additional 197 shares during the last quarter. Trueblood Wealth Management LLC raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.5% in the first quarter. Trueblood Wealth Management LLC now owns 8,885 shares of the company’s stock valued at $445,000 after purchasing an additional 217 shares during the period. Tortoise Investment Management LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 34.3% during the 4th quarter. Tortoise Investment Management LLC now owns 900 shares of the company’s stock worth $42,000 after buying an additional 230 shares during the last quarter. Breakwater Capital Group boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 0.4% during the 1st quarter. Breakwater Capital Group now owns 57,997 shares of the company’s stock worth $2,906,000 after buying an additional 243 shares during the period. Finally, Cascade Investment Advisors Inc. grew its stake in SPDR Portfolio S&P 500 Value ETF by 3.5% in the 1st quarter. Cascade Investment Advisors Inc. now owns 7,330 shares of the company’s stock valued at $367,000 after buying an additional 250 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Up 0.6 %

SPDR Portfolio S&P 500 Value ETF stock opened at $52.07 on Friday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $39.51 and a twelve month high of $52.61. The stock has a market cap of $22.57 billion, a P/E ratio of 24.09 and a beta of 0.81. The company’s 50-day moving average price is $50.75 and its two-hundred day moving average price is $49.54.

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.