Wells Financial Advisors INC Has $2.32 Million Stock Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Posted by Cynthia Vaughn on Mar 26th, 2025

Wells Financial Advisors INC lessened its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 21.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 45,385 shares of the company’s stock after selling 12,131 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises 3.2% of Wells Financial Advisors INC’s investment portfolio, making the stock its 13th largest holding. Wells Financial Advisors INC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,321,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Park Place Capital Corp acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth $31,000. Lindbrook Capital LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 224.8% in the fourth quarter. Lindbrook Capital LLC now owns 695 shares of the company’s stock valued at $36,000 after purchasing an additional 481 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth about $37,000. Angeles Investment Advisors LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth about $41,000. Finally, MassMutual Private Wealth & Trust FSB acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at about $44,000.

SPDR Portfolio S&P 500 Value ETF Trading Down 0.0 %

NYSEARCA SPYV opened at $51.41 on Wednesday. The company has a market cap of $25.17 billion, a P/E ratio of 21.43 and a beta of 0.93. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $47.22 and a 1 year high of $55.42. The company has a fifty day simple moving average of $52.08 and a 200 day simple moving average of $52.56.

SPDR Portfolio S&P 500 Value ETF Announces Dividend

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

About SPDR Portfolio S&P 500 Value ETF

(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.