SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC grew its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 46.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 225,129 shares of the company’s stock after acquiring an additional 71,114 shares during the period. Concurrent Investment Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $11,513,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. First National Bank of Omaha grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 1.4% in the third quarter. First National Bank of Omaha now owns 13,456 shares of the company’s stock valued at $711,000 after buying an additional 187 shares in the last quarter. Venturi Wealth Management LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 18.0% during the 3rd quarter. Venturi Wealth Management LLC now owns 1,324 shares of the company’s stock worth $70,000 after purchasing an additional 202 shares in the last quarter. Mcdonald Partners LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 1.7% during the 4th quarter. Mcdonald Partners LLC now owns 12,733 shares of the company’s stock worth $651,000 after purchasing an additional 208 shares in the last quarter. WealthPlan Investment Management LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 3.8% during the 4th quarter. WealthPlan Investment Management LLC now owns 5,897 shares of the company’s stock worth $302,000 after purchasing an additional 217 shares in the last quarter. Finally, Waldron Private Wealth LLC grew its stake in SPDR Portfolio S&P 500 Value ETF by 1.3% during the 4th quarter. Waldron Private Wealth LLC now owns 17,922 shares of the company’s stock worth $917,000 after purchasing an additional 229 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Price Performance

SPYV opened at $53.19 on Thursday. SPDR Portfolio S&P 500 Value ETF has a 12 month low of $47.22 and a 12 month high of $55.42. The stock has a market capitalization of $23.05 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. The business has a fifty day moving average price of $52.05 and a 200 day moving average price of $52.45.

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.