Heritage Wealth Management Inc. CA Decreases Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Posted by Jared Coughlin on Mar 25th, 2025

Heritage Wealth Management Inc. CA reduced its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 30.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,326 shares of the company’s stock after selling 1,852 shares during the period. Heritage Wealth Management Inc. CA’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $221,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SPYV. Park Place Capital Corp acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. Lindbrook Capital LLC grew its holdings in SPDR Portfolio S&P 500 Value ETF by 224.8% during the 4th quarter. Lindbrook Capital LLC now owns 695 shares of the company’s stock valued at $36,000 after buying an additional 481 shares during the last quarter. Legacy Investment Solutions LLC purchased a new position in SPDR Portfolio S&P 500 Value ETF during the third quarter worth $37,000. Angeles Investment Advisors LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth $41,000. Finally, MassMutual Private Wealth & Trust FSB purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at $44,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.8 %

SPDR Portfolio S&P 500 Value ETF stock opened at $51.43 on Tuesday. The stock has a 50-day moving average price of $52.07 and a 200 day moving average price of $52.56. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $47.22 and a 52 week high of $55.42. The stock has a market cap of $25.18 billion, a PE ratio of 21.43 and a beta of 0.93.

SPDR Portfolio S&P 500 Value ETF Announces Dividend

The company also recently declared a dividend, which will be paid on Wednesday, March 26th. Stockholders of record on Monday, March 24th will be issued a dividend of $0.1798 per share. The ex-dividend date is Monday, March 24th.

SPDR Portfolio S&P 500 Value ETF Profile

(Free Report)

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.