SPDR Portfolio S&P 500 Value ETF $SPYV is Whitcomb & Hess Inc.’s Largest Position

Whitcomb & Hess Inc. raised its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 991,666 shares of the company’s stock after acquiring an additional 27,678 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 13.0% of Whitcomb & Hess Inc.’s holdings, making the stock its biggest holding. Whitcomb & Hess Inc. owned approximately 0.17% of SPDR Portfolio S&P 500 Value ETF worth $60,283,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. TrueWealth Advisors LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 6.5% during the 2nd quarter. TrueWealth Advisors LLC now owns 217,901 shares of the company’s stock worth $13,246,000 after purchasing an additional 13,229 shares during the period. Bill Few Associates Inc. lifted its stake in SPDR Portfolio S&P 500 Value ETF by 27.7% during the second quarter. Bill Few Associates Inc. now owns 12,259 shares of the company’s stock worth $745,000 after purchasing an additional 2,656 shares in the last quarter. Balefire LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF by 37.8% during the second quarter. Balefire LLC now owns 57,705 shares of the company’s stock worth $3,508,000 after purchasing an additional 15,822 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 18.4% during the second quarter. Dynamic Advisor Solutions LLC now owns 6,728 shares of the company’s stock worth $409,000 after buying an additional 1,045 shares during the period. Finally, City Center Advisors LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 6.8% during the second quarter. City Center Advisors LLC now owns 130,528 shares of the company’s stock worth $7,935,000 after buying an additional 8,279 shares during the period.

SPDR Portfolio S&P 500 Value ETF Trading Up 0.5%

Shares of NYSEARCA SPYV opened at $63.14 on Friday. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $52.97 and a twelve month high of $63.31. The stock has a fifty day simple moving average of $61.49 and a 200-day simple moving average of $59.61. The stock has a market capitalization of $36.81 billion, a PE ratio of 20.50 and a beta of 0.82.

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.