SPDR Portfolio S&P 500 Value ETF $SPYV Stock Position Raised by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,126,014 shares of the company’s stock after purchasing an additional 61,196 shares during the period. SPDR Portfolio S&P 500 Value ETF accounts for approximately 11.7% of Octavia Wealth Advisors LLC’s portfolio, making the stock its largest holding. Octavia Wealth Advisors LLC owned approximately 0.40% of SPDR Portfolio S&P 500 Value ETF worth $117,632,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Fiduciary Advisors Inc. acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter worth approximately $26,000. Tompkins Financial Corp increased its position in SPDR Portfolio S&P 500 Value ETF by 4,681.8% during the second quarter. Tompkins Financial Corp now owns 526 shares of the company’s stock worth $28,000 after buying an additional 515 shares in the last quarter. Parallel Advisors LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 63,900.0% in the second quarter. Parallel Advisors LLC now owns 640 shares of the company’s stock worth $33,000 after acquiring an additional 639 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the second quarter valued at $36,000. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF during the second quarter valued at $36,000.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.3%

SPDR Portfolio S&P 500 Value ETF stock opened at $58.21 on Thursday. The stock has a 50-day moving average price of $56.79 and a 200 day moving average price of $55.20. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $44.39 and a 52 week high of $58.30. The stock has a market cap of $32.39 billion, a PE 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. The selection universe for the S&P 500 Index includes all United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations of $3.5 billion or more.