156,990 Shares in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Purchased by Marshall Investment Management LLC

Marshall Investment Management LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 156,990 shares of the company’s stock, valued at approximately $8,299,000. SPDR Portfolio S&P 500 Value ETF comprises approximately 4.9% of Marshall Investment Management LLC’s portfolio, making the stock its biggest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of SPYV. LPL Financial LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 8.8% during the 3rd quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock worth $2,069,502,000 after buying an additional 3,176,679 shares during the period. Mount Yale Investment Advisors LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $69,902,000. Orion Portfolio Solutions LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 1,525.1% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 1,449,664 shares of the company’s stock worth $76,629,000 after buying an additional 1,360,461 shares during the period. Bell Bank acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $64,059,000. Finally, Strategic Financial Concepts LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 5,118.6% during the 4th quarter. Strategic Financial Concepts LLC now owns 926,973 shares of the company’s stock worth $47,405,000 after buying an additional 909,210 shares during the period.

SPDR Portfolio S&P 500 Value ETF Trading Down 1.0 %

NYSEARCA SPYV opened at $52.66 on Friday. The stock’s 50-day moving average price is $52.04 and its two-hundred day moving average price is $52.48. The company has a market cap of $25.56 billion, a PE ratio of 22.42 and a beta of 0.95. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $47.22 and a 1 year high of $55.42.

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.