Waller Financial Planning Group Inc. Has $5.03 Million Stake in SPDR S&P 600 Small CapValue ETF (SLYV)

Waller Financial Planning Group Inc. lifted its stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) by 8.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,074 shares of the company’s stock after purchasing an additional 6,426 shares during the quarter. SPDR S&P 600 Small CapValue ETF comprises approximately 2.9% of Waller Financial Planning Group Inc.’s holdings, making the stock its 15th largest position. Waller Financial Planning Group Inc.’s holdings in SPDR S&P 600 Small CapValue ETF were worth $5,034,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of SLYV. Fifth Third Bancorp lifted its position in SPDR S&P 600 Small CapValue ETF by 5,687.0% in the 3rd quarter. Fifth Third Bancorp now owns 2,662 shares of the company’s stock valued at $182,000 after acquiring an additional 2,616 shares in the last quarter. Envestnet Asset Management Inc. bought a new position in SPDR S&P 600 Small CapValue ETF in the 3rd quarter valued at approximately $589,000. WealthPLAN Partners LLC bought a new position in SPDR S&P 600 Small CapValue ETF in the 3rd quarter valued at approximately $3,885,000. Belpointe Asset Management LLC bought a new position in SPDR S&P 600 Small CapValue ETF in the 3rd quarter valued at approximately $893,000. Finally, Strategic Wealth Partners Ltd. lifted its position in SPDR S&P 600 Small CapValue ETF by 3,508.1% in the 3rd quarter. Strategic Wealth Partners Ltd. now owns 50,008 shares of the company’s stock valued at $3,414,000 after acquiring an additional 48,622 shares in the last quarter.

SLYV stock traded down $0.08 during midday trading on Thursday, hitting $62.67. The company’s stock had a trading volume of 126 shares, compared to its average volume of 211,843. SPDR S&P 600 Small CapValue ETF has a 12 month low of $50.55 and a 12 month high of $71.23.

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 21st. Investors of record on Tuesday, March 19th were given a $0.2135 dividend. The ex-dividend date was Monday, March 18th. This represents a $0.85 annualized dividend and a yield of 1.36%.

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About SPDR S&P 600 Small CapValue ETF

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics.

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Institutional Ownership by Quarter for SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

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