SkyOak Wealth LLC Acquires 29,741 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

SkyOak Wealth LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYVFree Report) by 9.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 361,068 shares of the company’s stock after purchasing an additional 29,741 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 4.4% of SkyOak Wealth LLC’s investment portfolio, making the stock its 3rd biggest holding. SkyOak Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $16,837,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Lynch & Associates IN grew its holdings in SPDR Portfolio S&P 500 Value ETF by 0.3% during the fourth quarter. Lynch & Associates IN now owns 131,478 shares of the company’s stock valued at $6,131,000 after purchasing an additional 386 shares during the last quarter. FMR LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 1.2% in the 3rd quarter. FMR LLC now owns 1,131,853 shares of the company’s stock worth $46,700,000 after acquiring an additional 13,683 shares during the period. Fifth Third Securities Inc. lifted its position in SPDR Portfolio S&P 500 Value ETF by 4.6% during the 3rd quarter. Fifth Third Securities Inc. now owns 54,032 shares of the company’s stock worth $2,229,000 after acquiring an additional 2,390 shares during the last quarter. Baker Tilly Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 43.1% during the fourth quarter. Baker Tilly Wealth Management LLC now owns 33,490 shares of the company’s stock valued at $1,562,000 after acquiring an additional 10,080 shares during the period. Finally, BKM Wealth Management LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at about $26,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $49.23 on Friday. The business’s 50-day simple moving average is $47.68 and its 200-day simple moving average is $44.90. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $38.46 and a 52 week high of $49.66. The firm has a market capitalization of $18.54 billion, a PE ratio of 13.69 and a beta of 0.94.

About SPDR Portfolio S&P 500 Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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