Stone Summit Wealth LLC Sells 9,788 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Stone Summit Wealth LLC trimmed its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 195,511 shares of the company’s stock after selling 9,788 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 3.4% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Stone Summit Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $9,998,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SPYV. Compass Financial Services Inc bought a new position in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at approximately $379,000. Kestra Private Wealth Services LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 13.2% during the 4th quarter. Kestra Private Wealth Services LLC now owns 345,297 shares of the company’s stock worth $17,658,000 after purchasing an additional 40,157 shares during the last quarter. Stephens Inc. AR raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 8.5% during the 4th quarter. Stephens Inc. AR now owns 185,991 shares of the company’s stock valued at $9,512,000 after purchasing an additional 14,635 shares in the last quarter. Visionary Horizons LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 9.7% in the 4th quarter. Visionary Horizons LLC now owns 468,788 shares of the company’s stock valued at $23,974,000 after purchasing an additional 41,442 shares during the last quarter. Finally, Quotient Wealth Partners LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.3% in the fourth quarter. Quotient Wealth Partners LLC now owns 3,245,646 shares of the company’s stock worth $165,982,000 after purchasing an additional 40,403 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

NYSEARCA SPYV opened at $52.11 on Monday. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $46.42 and a fifty-two week high of $55.42. The stock’s 50-day moving average is $52.29 and its two-hundred day moving average is $52.33. The firm has a market cap of $22.58 billion, a P/E ratio of 24.09 and a beta of 0.81.

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.