KWB Wealth Has $85.24 Million Stock Position in SPDR Portfolio S&P 500 Value ETF $SPYV

KWB Wealth lifted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 10.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,628,642 shares of the company’s stock after purchasing an additional 159,093 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises approximately 9.4% of KWB Wealth’s holdings, making the stock its 2nd largest position. KWB Wealth owned 0.30% of SPDR Portfolio S&P 500 Value ETF worth $85,243,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. AE Wealth Management LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF by 22.6% in the second quarter. AE Wealth Management LLC now owns 2,608,841 shares of the company’s stock worth $136,547,000 after purchasing an additional 480,559 shares during the last quarter. Bensler LLC raised its position in SPDR Portfolio S&P 500 Value ETF by 6.0% in the 2nd quarter. Bensler LLC now owns 133,986 shares of the company’s stock worth $7,013,000 after buying an additional 7,621 shares during the last quarter. 1ST Source Bank lifted its stake in SPDR Portfolio S&P 500 Value ETF by 3.6% during the 2nd quarter. 1ST Source Bank now owns 47,608 shares of the company’s stock valued at $2,492,000 after acquiring an additional 1,644 shares during the period. CW Advisors LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at about $873,000. Finally, Kingsview Wealth Management LLC grew its stake in shares of SPDR Portfolio S&P 500 Value ETF by 0.5% in the second quarter. Kingsview Wealth Management LLC now owns 260,687 shares of the company’s stock worth $13,644,000 after acquiring an additional 1,178 shares during the period.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.2%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $56.73 on Thursday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $44.39 and a twelve month high of $57.59. The company’s 50 day moving average is $56.08 and its 200 day moving average is $54.35. The company has a market cap of $30.66 billion, a price-to-earnings ratio of 20.50 and a beta of 0.89.

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.