Transform Wealth LLC Has $4.25 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Transform Wealth LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 5.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 83,053 shares of the company’s stock after buying an additional 4,262 shares during the period. Transform Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $4,247,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. CENTRAL TRUST Co raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 199.4% in the 3rd quarter. CENTRAL TRUST Co now owns 491 shares of the company’s stock valued at $26,000 after purchasing an additional 327 shares during the period. Kayne Anderson Rudnick Investment Management LLC raised its stake in SPDR Portfolio S&P 500 Value ETF by 227.0% in the second quarter. Kayne Anderson Rudnick Investment Management LLC now owns 582 shares of the company’s stock valued at $28,000 after buying an additional 404 shares during the period. ORG Wealth Partners LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter valued at approximately $33,000. Legacy Investment Solutions LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 3rd quarter worth approximately $37,000. Finally, MassMutual Private Wealth & Trust FSB acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth approximately $44,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of SPYV stock opened at $52.01 on Tuesday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $45.64 and a 52 week high of $55.42. The company has a market capitalization of $22.54 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The company has a 50-day simple moving average of $52.77 and a 200 day simple moving average of $52.07.

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.