Sharkey Howes & Javer Acquires 124,350 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV

Sharkey Howes & Javer bought a new stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 124,350 shares of the company’s stock, valued at approximately $7,601,000. SPDR Portfolio S&P 500 Value ETF comprises 0.9% of Sharkey Howes & Javer’s investment portfolio, making the stock its 25th largest position.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Avior Wealth Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth approximately $46,088,000. Waller Financial Planning Group Inc. grew its stake in SPDR Portfolio S&P 500 Value ETF by 6.2% in the third quarter. Waller Financial Planning Group Inc. now owns 613,847 shares of the company’s stock valued at $37,524,000 after purchasing an additional 36,059 shares in the last quarter. Tidal Investments LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF by 45.2% in the second quarter. Tidal Investments LLC now owns 29,874 shares of the company’s stock worth $1,816,000 after buying an additional 9,296 shares during the last quarter. Hsbc Holdings PLC increased its stake in shares of SPDR Portfolio S&P 500 Value ETF by 26.6% during the 4th quarter. Hsbc Holdings PLC now owns 198,294 shares of the company’s stock worth $11,265,000 after purchasing an additional 41,670 shares during the last quarter. Finally, Courier Capital LLC raised its holdings in SPDR Portfolio S&P 500 Value ETF by 8.3% during the second quarter. Courier Capital LLC now owns 849,798 shares of the company’s stock valued at $51,659,000 after buying an additional 65,352 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.6%

Shares of SPDR Portfolio S&P 500 Value ETF stock opened at $64.13 on Friday. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $54.44 and a 1-year high of $64.26. The stock has a market capitalization of $38.65 billion, a price-to-earnings ratio of 20.50 and a beta of 0.82. The firm has a fifty day simple moving average of $62.81 and a 200-day simple moving average of $61.48.

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.