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

Diversify Wealth Management LLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 41.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 644,421 shares of the company’s stock after buying an additional 189,865 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for about 2.5% of Diversify Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Diversify Wealth Management LLC owned 0.15% of SPDR Portfolio S&P 500 Value ETF worth $32,492,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Brady Martz Wealth Solutions LLC bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the fourth quarter worth approximately $3,005,000. Delta Capital Management LLC bought a new position in SPDR Portfolio S&P 500 Value ETF during the 4th quarter worth $205,000. Arbor Trust Wealth Advisors LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.3% during the fourth quarter. Arbor Trust Wealth Advisors LLC now owns 113,098 shares of the company’s stock worth $5,784,000 after buying an additional 13,308 shares in the last quarter. GenWealth Group Inc. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 2.7% in the fourth quarter. GenWealth Group Inc. now owns 184,960 shares of the company’s stock valued at $9,459,000 after acquiring an additional 4,838 shares during the period. Finally, HF Advisory Group LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% in the fourth quarter. HF Advisory Group LLC now owns 12,891 shares of the company’s stock valued at $659,000 after acquiring an additional 477 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA:SPYV opened at $52.01 on Monday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $45.64 and a 52 week high of $55.42. The firm’s 50-day simple moving average is $52.82 and its 200 day simple moving average is $52.05. The firm has a market cap of $22.54 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81.

SPDR Portfolio S&P 500 Value ETF Company 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.