OakTrust Wealth Advisors LLC Invests $531,000 in SPDR Portfolio S&P 500 Value ETF $SPYV

OakTrust Wealth Advisors LLC bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 9,344 shares of the company’s stock, valued at approximately $531,000.

A number of other institutional investors and hedge funds have also made changes to their positions in SPYV. AQR Capital Management LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.9% during the first quarter. AQR Capital Management LLC now owns 65,816 shares of the company’s stock valued at $3,361,000 after acquiring an additional 8,012 shares during the period. Russell Investments Group Ltd. lifted its position in SPDR Portfolio S&P 500 Value ETF by 330.6% in the second quarter. Russell Investments Group Ltd. now owns 5,202 shares of the company’s stock worth $272,000 after purchasing an additional 3,994 shares during the period. Marshall Wace LLP acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the second quarter worth approximately $3,008,000. Qube Research & Technologies Ltd boosted its stake in SPDR Portfolio S&P 500 Value ETF by 28.5% during the second quarter. Qube Research & Technologies Ltd now owns 10,800 shares of the company’s stock valued at $565,000 after buying an additional 2,394 shares in the last quarter. Finally, Peapack Gladstone Financial Corp bought a new position in shares of SPDR Portfolio S&P 500 Value ETF during the 2nd quarter valued at about $295,000.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $60.87 on Friday. The firm has a market cap of $34.21 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The firm’s 50 day moving average price is $60.01 and its two-hundred day moving average price is $58.51. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $50.82 and a 1 year high of $61.87.

About SPDR Portfolio S&P 500 Value ETF

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.