Retirement Financial Solutions LLC Acquires New Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Retirement Financial Solutions LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 100,524 shares of the company’s stock, valued at approximately $5,711,000. SPDR Portfolio S&P 500 Value ETF comprises 1.7% of Retirement Financial Solutions LLC’s portfolio, making the stock its 21st biggest holding.

A number of other hedge funds also recently bought and sold shares of the company. Financial Engines Advisors L.L.C. increased its position in SPDR Portfolio S&P 500 Value ETF by 0.8% during the third quarter. Financial Engines Advisors L.L.C. now owns 81,729,362 shares of the company’s stock valued at $4,522,086,000 after acquiring an additional 642,820 shares during the last quarter. Morgan Stanley increased its position in SPDR Portfolio S&P 500 Value ETF by 120.2% during the fourth quarter. Morgan Stanley now owns 19,747,812 shares of the company’s stock valued at $1,121,873,000 after acquiring an additional 10,778,683 shares during the last quarter. Allworth Financial LP increased its position in SPDR Portfolio S&P 500 Value ETF by 2.0% during the fourth quarter. Allworth Financial LP now owns 19,695,295 shares of the company’s stock valued at $1,118,890,000 after acquiring an additional 382,214 shares during the last quarter. Valmark Advisers Inc. increased its position in SPDR Portfolio S&P 500 Value ETF by 2.7% during the fourth quarter. Valmark Advisers Inc. now owns 8,740,145 shares of the company’s stock valued at $496,528,000 after acquiring an additional 231,888 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its position in SPDR Portfolio S&P 500 Value ETF by 3.7% during the third quarter. Ameriprise Financial Inc. now owns 8,575,647 shares of the company’s stock valued at $474,565,000 after acquiring an additional 304,642 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $61.27 on Monday. The stock has a market cap of $34.43 billion, a PE ratio of 20.50 and a beta of 0.82. SPDR Portfolio S&P 500 Value ETF has a one year low of $50.82 and a one year high of $61.49. The stock has a fifty day moving average of $59.66 and a 200 day moving average of $58.38.

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. 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.