Lowery Thomas LLC Lowers Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Lowery Thomas LLC lowered its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 12.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,386 shares of the company’s stock after selling 3,011 shares during the quarter. Lowery Thomas LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,043,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ceera Investments LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $238,000. Coordinated Financial Services Inc. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at about $559,000. Axis Wealth Partners LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at approximately $1,858,000. PNC Financial Services Group Inc. lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 157.3% in the 4th quarter. PNC Financial Services Group Inc. now owns 31,001 shares of the company’s stock worth $1,585,000 after acquiring an additional 18,954 shares during the last quarter. Finally, RKL Wealth Management LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 202.5% during the 4th quarter. RKL Wealth Management LLC now owns 13,490 shares of the company’s stock worth $690,000 after purchasing an additional 9,031 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $52.03 on Monday. The company has a market capitalization of $25.25 billion, a PE ratio of 22.42 and a beta of 0.95. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $47.22 and a fifty-two week high of $55.42. The firm has a 50 day moving average price of $52.12 and a 200 day moving average price of $52.65.

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.