SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Acquired by Lynch & Associates IN

Lynch & Associates IN lifted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 145,584 shares of the company’s stock after acquiring an additional 4,261 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 1.6% of Lynch & Associates IN’s holdings, making the stock its 18th biggest position. Lynch & Associates IN’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $7,445,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. LPL Financial LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF by 8.8% during the 3rd quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock worth $2,069,502,000 after purchasing an additional 3,176,679 shares during the period. Allworth Financial LP lifted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 2.3% during the 3rd quarter. Allworth Financial LP now owns 20,300,686 shares of the company’s stock worth $1,073,094,000 after acquiring an additional 461,035 shares during the period. Valmark Advisers Inc. increased its position in SPDR Portfolio S&P 500 Value ETF by 1.9% during the third quarter. Valmark Advisers Inc. now owns 7,491,869 shares of the company’s stock worth $396,020,000 after purchasing an additional 140,498 shares during the last quarter. JPMorgan Chase & Co. raised its stake in SPDR Portfolio S&P 500 Value ETF by 5.4% during the third quarter. JPMorgan Chase & Co. now owns 5,569,723 shares of the company’s stock worth $294,416,000 after purchasing an additional 286,795 shares during the period. Finally, Advisory Alpha LLC boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 13.2% in the 2nd quarter. Advisory Alpha LLC now owns 4,388,367 shares of the company’s stock valued at $213,893,000 after purchasing an additional 512,054 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:SPYV traded down $0.81 during mid-day trading on Friday, hitting $50.42. 2,303,231 shares of the company traded hands, compared to its average volume of 2,411,580. The firm has a market cap of $21.85 billion, a P/E ratio of 24.09 and a beta of 0.81. SPDR Portfolio S&P 500 Value ETF has a 52-week low of $45.64 and a 52-week high of $55.42. The firm’s 50 day simple moving average is $53.05 and its 200 day simple moving average is $51.90.

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.