Executive Wealth Management LLC Sells 4,478 Shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Executive Wealth Management LLC lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 284,295 shares of the company’s stock after selling 4,478 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up approximately 1.9% of Executive Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Executive Wealth Management LLC owned approximately 0.07% of SPDR Portfolio S&P 500 Value ETF worth $15,028,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in SPYV. WealthPLAN Partners LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.4% in the first quarter. WealthPLAN Partners LLC now owns 14,215 shares of the company’s stock worth $712,000 after purchasing an additional 470 shares during the last quarter. Private Advisor Group LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 4.6% in the 3rd quarter. Private Advisor Group LLC now owns 2,761,731 shares of the company’s stock valued at $145,985,000 after acquiring an additional 121,974 shares during the last quarter. ORG Wealth Partners LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter worth about $33,000. Williams Financial LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 6,166.3% during the 2nd quarter. Williams Financial LLC now owns 42,988,918 shares of the company’s stock worth $2,101,241,000 after purchasing an additional 42,302,888 shares during the last quarter. Finally, Lynch & Associates IN lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.7% in the 2nd quarter. Lynch & Associates IN now owns 139,809 shares of the company’s stock worth $6,814,000 after acquiring an additional 5,030 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.6 %

SPYV opened at $54.13 on Friday. The firm has a market cap of $23.46 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The stock’s 50-day moving average price is $52.67 and its 200 day moving average price is $50.67. SPDR Portfolio S&P 500 Value ETF has a 12-month low of $41.80 and a 12-month high of $54.28.

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.