Creative Planning Has $240,000 Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Creative Planning lessened its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 54.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,888 shares of the company’s stock after selling 8,168 shares during the quarter. Creative Planning’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $240,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in the company. Global Retirement Partners LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 87.6% during the fourth quarter. Global Retirement Partners LLC now owns 906 shares of the company’s stock worth $32,000 after purchasing an additional 423 shares during the last quarter. Vectors Research Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter worth $50,000. Independence Bank of Kentucky acquired a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter worth $57,000. Belmont Capital LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth $57,000. Finally, Financial Gravity Wealth Inc. boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 314.1% during the third quarter. Financial Gravity Wealth Inc. now owns 2,079 shares of the company’s stock worth $66,000 after purchasing an additional 1,577 shares during the last quarter.

Shares of SPYV opened at $35.31 on Friday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $29.12 and a 12 month high of $35.45. The firm has a fifty day simple moving average of $34.88 and a 200 day simple moving average of $33.09.

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.

See Also: Outstanding Shares, Buying and Selling Stocks

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Institutional Ownership by Quarter for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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