Waller Financial Planning Group Inc. Has $7.73 Million Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Waller Financial Planning Group Inc. raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 8.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 151,131 shares of the company’s stock after buying an additional 12,330 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 1.9% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 15th largest holding. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $7,729,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Aptus Capital Advisors LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 71.2% in the second quarter. Aptus Capital Advisors LLC now owns 2,039 shares of the company’s stock valued at $99,000 after buying an additional 848 shares during the period. Foundations Investment Advisors LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 28.2% during the 2nd quarter. Foundations Investment Advisors LLC now owns 31,877 shares of the company’s stock worth $1,554,000 after purchasing an additional 7,013 shares in the last quarter. Arbor Trust Wealth Advisors LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF by 12.6% during the 2nd quarter. Arbor Trust Wealth Advisors LLC now owns 99,790 shares of the company’s stock worth $4,864,000 after buying an additional 11,199 shares in the last quarter. 9258 Wealth Management LLC boosted its position in SPDR Portfolio S&P 500 Value ETF by 16.3% in the 2nd quarter. 9258 Wealth Management LLC now owns 25,881 shares of the company’s stock valued at $1,261,000 after buying an additional 3,634 shares during the last quarter. Finally, KM Capital Management Ltd. acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 2nd quarter valued at $300,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.7 %

Shares of SPYV traded up $0.38 during trading hours on Friday, hitting $51.26. 769,803 shares of the stock traded hands, compared to its average volume of 2,281,884. The business has a fifty day moving average of $53.18 and a 200-day moving average of $51.82. The firm has a market capitalization of $22.22 billion, a PE ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $45.64 and a 1-year high of $55.42.

About SPDR Portfolio S&P 500 Value ETF

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.