SilverOak Wealth Management LLC Grows Stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

SilverOak Wealth Management LLC increased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 314,976 shares of the company’s stock after buying an additional 7,412 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for approximately 3.7% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. SilverOak Wealth Management LLC owned about 0.07% of SPDR Portfolio S&P 500 Value ETF worth $16,650,000 at the end of the most recent reporting period.

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

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

NYSEARCA SPYV traded up $0.34 on Friday, reaching $54.14. The company had a trading volume of 1,627,123 shares, compared to its average volume of 2,606,364. The company’s fifty day moving average is $52.67 and its 200 day moving average is $50.67. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $41.80 and a 52-week high of $54.28. The stock has a market capitalization of $23.46 billion, a P/E ratio of 24.09 and a beta of 0.81.

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.