SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) is Sargent Investment Group LLC’s 7th Largest Position

Sargent Investment Group LLC reduced its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 5.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 293,185 shares of the company’s stock after selling 16,171 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up 2.4% of Sargent Investment Group LLC’s investment portfolio, making the stock its 7th largest position. Sargent Investment Group LLC owned approximately 0.07% of SPDR Portfolio S&P 500 Value ETF worth $14,879,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 8.8% in the third quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock worth $2,069,502,000 after acquiring an additional 3,176,679 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the third quarter worth approximately $84,057,000. Mount Yale Investment Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the fourth quarter worth approximately $69,902,000. Orion Portfolio Solutions LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 1,525.1% in the third quarter. Orion Portfolio Solutions LLC now owns 1,449,664 shares of the company’s stock worth $76,629,000 after acquiring an additional 1,360,461 shares during the last quarter. Finally, Principal Securities Inc. boosted its position in shares of SPDR Portfolio S&P 500 Value ETF by 113,776.3% in the third quarter. Principal Securities Inc. now owns 614,932 shares of the company’s stock worth $32,505,000 after acquiring an additional 614,392 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPYV opened at $52.44 on Wednesday. The stock has a market capitalization of $22.73 billion, a PE ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 1 year low of $46.42 and a 1 year high of $55.42. The company’s 50 day simple moving average is $52.50 and its 200 day simple moving average is $52.28.

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.