GenWealth Group Inc. lifted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 184,960 shares of the company’s stock after acquiring an additional 4,838 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for approximately 2.2% of GenWealth Group Inc.’s holdings, making the stock its 17th largest position. GenWealth Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $9,459,000 at the end of the most recent quarter.
Other institutional investors have also made changes to their positions in the company. First National Bank of Omaha lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% in the 3rd quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock worth $711,000 after buying an additional 187 shares during the last quarter. Venturi Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 18.0% in the third quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock worth $70,000 after acquiring an additional 202 shares during the last quarter. MAI Capital Management lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 1.5% in the third quarter. MAI Capital Management now owns 16,614 shares of the company’s stock worth $878,000 after acquiring an additional 243 shares during the last quarter. HBW Advisory Services LLC grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% during the fourth quarter. HBW Advisory Services LLC now owns 8,891 shares of the company’s stock valued at $455,000 after purchasing an additional 314 shares during the last quarter. Finally, Integrity Wealth Solutions LLC raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 1.3% during the 3rd quarter. Integrity Wealth Solutions LLC now owns 24,054 shares of the company’s stock worth $1,271,000 after purchasing an additional 315 shares during the period.
SPDR Portfolio S&P 500 Value ETF Trading Up 0.7 %
Shares of NYSEARCA SPYV opened at $52.01 on Friday. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $45.64 and a 12-month high of $55.42. The company has a market cap of $22.54 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The stock’s 50 day simple moving average is $52.82 and its 200 day simple moving average is $52.02.
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.
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