SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Sold by Optimist Retirement Group LLC

Optimist Retirement Group LLC lessened its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 0.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 222,878 shares of the company’s stock after selling 449 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up 5.7% of Optimist Retirement Group LLC’s investment portfolio, making the stock its 3rd largest holding. Optimist Retirement Group LLC owned 0.05% of SPDR Portfolio S&P 500 Value ETF worth $10,863,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Narus Financial Partners LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 2.8% during the second quarter. Narus Financial Partners LLC now owns 7,246 shares of the company’s stock valued at $353,000 after purchasing an additional 197 shares during the last quarter. Trueblood Wealth Management LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 2.5% during the 1st quarter. Trueblood Wealth Management LLC now owns 8,885 shares of the company’s stock valued at $445,000 after buying an additional 217 shares during the last quarter. Tortoise Investment Management LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 34.3% in the 4th quarter. Tortoise Investment Management LLC now owns 900 shares of the company’s stock valued at $42,000 after buying an additional 230 shares in the last quarter. Breakwater Capital Group increased its holdings in SPDR Portfolio S&P 500 Value ETF by 0.4% in the first quarter. Breakwater Capital Group now owns 57,997 shares of the company’s stock worth $2,906,000 after buying an additional 243 shares during the last quarter. Finally, Cascade Investment Advisors Inc. raised its position in SPDR Portfolio S&P 500 Value ETF by 3.5% during the first quarter. Cascade Investment Advisors Inc. now owns 7,330 shares of the company’s stock valued at $367,000 after acquiring an additional 250 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.3 %

NYSEARCA SPYV opened at $52.31 on Thursday. The company has a 50 day moving average price of $50.96 and a two-hundred day moving average price of $49.63. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $39.51 and a 12-month high of $52.92. The stock has a market capitalization of $22.67 billion, a PE ratio of 24.09 and a beta of 0.81.

About SPDR Portfolio S&P 500 Value ETF

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.