SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by Connecticut Wealth Management LLC

Connecticut Wealth Management LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,436,235 shares of the company’s stock after purchasing an additional 53,834 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up about 6.1% of Connecticut Wealth Management LLC’s holdings, making the stock its 2nd largest holding. Connecticut Wealth Management LLC owned about 0.56% of SPDR Portfolio S&P 500 Value ETF worth $118,742,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Williams Financial LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 6,166.3% in the second quarter. Williams Financial LLC now owns 42,988,918 shares of the company’s stock worth $2,101,241,000 after acquiring an additional 42,302,888 shares in the last quarter. LPL Financial LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 7.6% in the second quarter. LPL Financial LLC now owns 35,973,940 shares of the company’s stock valued at $1,753,370,000 after acquiring an additional 2,535,855 shares in the last quarter. Allworth Financial LP lifted its stake in SPDR Portfolio S&P 500 Value ETF by 4.6% in the first quarter. Allworth Financial LP now owns 19,403,272 shares of the company’s stock worth $972,104,000 after acquiring an additional 846,517 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in SPDR Portfolio S&P 500 Value ETF by 202.2% in the fourth quarter. Envestnet Asset Management Inc. now owns 13,117,502 shares of the company’s stock worth $611,669,000 after acquiring an additional 8,776,348 shares during the last quarter. Finally, CWM LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF by 13.3% during the 1st quarter. CWM LLC now owns 4,920,831 shares of the company’s stock worth $246,534,000 after acquiring an additional 576,063 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

Shares of NYSEARCA SPYV opened at $52.59 on Friday. The business has a 50-day moving average of $51.08 and a two-hundred day moving average of $49.68. The company has a market capitalization of $22.79 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $39.51 and a 1 year high of $52.92.

SPDR Portfolio S&P 500 Value ETF 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.