Opal Wealth Advisors LLC Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Opal Wealth Advisors LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 13.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,322 shares of the company’s stock after buying an additional 5,338 shares during the period. SPDR Portfolio S&P 500 Value ETF makes up 0.7% of Opal Wealth Advisors LLC’s investment portfolio, making the stock its 25th largest holding. Opal Wealth Advisors LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $2,267,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. LPL Financial LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 8.8% during the third quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock worth $2,069,502,000 after buying an additional 3,176,679 shares during the period. Flagship Harbor Advisors LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $84,057,000. Mount Yale Investment Advisors LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the fourth quarter valued at $69,902,000. Orion Portfolio Solutions LLC lifted its stake 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 valued at $76,629,000 after purchasing an additional 1,360,461 shares during the period. Finally, Strategic Financial Concepts LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 5,118.6% during the 4th quarter. Strategic Financial Concepts LLC now owns 926,973 shares of the company’s stock worth $47,405,000 after acquiring an additional 909,210 shares in the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

SPDR Portfolio S&P 500 Value ETF stock opened at $52.11 on Monday. The firm has a market capitalization of $22.58 billion, a price-to-earnings ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $46.42 and a fifty-two week high of $55.42. The stock’s fifty day moving average is $52.29 and its two-hundred day moving average is $52.33.

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.