Wells Financial Advisors INC lessened its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 36.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,415 shares of the company’s stock after selling 8,162 shares during the period. SPDR Portfolio S&P 500 ETF comprises about 1.4% of Wells Financial Advisors INC’s portfolio, making the stock its 20th largest holding. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 ETF were worth $994,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of the company. Elevation Wealth Partners LLC bought a new position in SPDR Portfolio S&P 500 ETF during the fourth quarter worth about $26,000. Hemington Wealth Management acquired a new stake in shares of SPDR Portfolio S&P 500 ETF in the fourth quarter valued at approximately $30,000. Halbert Hargrove Global Advisors LLC bought a new position in shares of SPDR Portfolio S&P 500 ETF during the 4th quarter worth approximately $37,000. Comprehensive Financial Planning Inc. PA acquired a new position in shares of SPDR Portfolio S&P 500 ETF during the 4th quarter worth approximately $39,000. Finally, Basso Capital Management L.P. bought a new stake in SPDR Portfolio S&P 500 ETF in the 4th quarter valued at $40,000.
SPDR Portfolio S&P 500 ETF Price Performance
Shares of SPDR Portfolio S&P 500 ETF stock opened at $67.88 on Wednesday. SPDR Portfolio S&P 500 ETF has a 1 year low of $58.09 and a 1 year high of $72.14. The company has a market capitalization of $56.96 billion, a price-to-earnings ratio of 24.69 and a beta of 1.01. The business has a fifty day simple moving average of $69.49 and a two-hundred day simple moving average of $69.04.
SPDR Portfolio S&P 500 ETF Company Profile
SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities.
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