SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Sold by L.M. Kohn & Company

L.M. Kohn & Company lowered its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 30.9% in the third quarter, Holdings Channel.com reports. The fund owned 19,773 shares of the company’s stock after selling 8,858 shares during the quarter. L.M. Kohn & Company’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,045,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in SPYV. Price T Rowe Associates Inc. MD purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the first quarter worth about $278,000. Atria Investments Inc boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 11.7% during the 1st quarter. Atria Investments Inc now owns 38,714 shares of the company’s stock worth $1,940,000 after acquiring an additional 4,070 shares in the last quarter. Transcend Capital Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 1.7% in the 2nd quarter. Transcend Capital Advisors LLC now owns 17,341 shares of the company’s stock worth $845,000 after acquiring an additional 288 shares during the period. Hudson Valley Investment Advisors Inc. ADV increased its stake in SPDR Portfolio S&P 500 Value ETF by 32.7% in the 2nd quarter. Hudson Valley Investment Advisors Inc. ADV now owns 11,819 shares of the company’s stock valued at $555,000 after purchasing an additional 2,914 shares in the last quarter. Finally, Partnership Wealth Management LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 126.2% during the second quarter. Partnership Wealth Management LLC now owns 219,046 shares of the company’s stock worth $10,676,000 after purchasing an additional 122,219 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $55.25 on Friday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $44.09 and a fifty-two week high of $55.42. The firm has a market capitalization of $23.95 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The stock’s fifty day moving average is $53.34 and its two-hundred day moving average is $51.26.

SPDR Portfolio S&P 500 Value ETF 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.