SkyOak Wealth LLC Has $29.37 Million Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

SkyOak Wealth LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 519,061 shares of the company’s stock after purchasing an additional 22,074 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up approximately 5.4% of SkyOak Wealth LLC’s investment portfolio, making the stock its biggest position. SkyOak Wealth LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $29,368,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in SPYV. Topsail Wealth Management LLC boosted its stake in SPDR Portfolio S&P 500 Value ETF by 5.3% during the first quarter. Topsail Wealth Management LLC now owns 3,450 shares of the company’s stock valued at $195,000 after buying an additional 175 shares during the last quarter. SmartHarvest Portfolios LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 4.6% in the 1st quarter. SmartHarvest Portfolios LLC now owns 4,008 shares of the company’s stock worth $227,000 after acquiring an additional 176 shares during the last quarter. Empirical Asset Management LLC increased its stake in SPDR Portfolio S&P 500 Value ETF by 1.5% in the 4th quarter. Empirical Asset Management LLC now owns 12,628 shares of the company’s stock worth $717,000 after acquiring an additional 183 shares during the last quarter. Principle Wealth Partners LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 4.2% during the 4th quarter. Principle Wealth Partners LLC now owns 4,725 shares of the company’s stock worth $268,000 after acquiring an additional 191 shares in the last quarter. Finally, Fiduciary Group LLC raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 3.8% during the 4th quarter. Fiduciary Group LLC now owns 5,264 shares of the company’s stock worth $299,000 after acquiring an additional 194 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

NYSEARCA SPYV opened at $61.60 on Friday. The stock has a 50 day moving average price of $60.74 and a 200-day moving average price of $58.95. SPDR Portfolio S&P 500 Value ETF has a one year low of $51.97 and a one year high of $62.19. The company has a market capitalization of $35.78 billion, a P/E ratio of 20.50 and a beta of 0.82.

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.