SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) is Balanced Wealth Group LLC’s 7th Largest Position

Balanced Wealth Group LLC lifted its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) by 2.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 110,931 shares of the company’s stock after purchasing an additional 2,472 shares during the period. SPDR S&P 600 Small CapValue ETF accounts for approximately 4.3% of Balanced Wealth Group LLC’s portfolio, making the stock its 7th largest position. Balanced Wealth Group LLC’s holdings in SPDR S&P 600 Small CapValue ETF were worth $9,728,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SLYV. Teachers Insurance & Annuity Association of America purchased a new stake in shares of SPDR S&P 600 Small CapValue ETF during the third quarter worth about $36,000. Assetmark Inc. boosted its holdings in shares of SPDR S&P 600 Small CapValue ETF by 87.5% during the third quarter. Assetmark Inc. now owns 690 shares of the company’s stock worth $60,000 after purchasing an additional 322 shares during the period. Crews Bank & Trust purchased a new stake in shares of SPDR S&P 600 Small CapValue ETF during the fourth quarter worth about $64,000. Park Place Capital Corp purchased a new stake in shares of SPDR S&P 600 Small CapValue ETF during the fourth quarter worth about $76,000. Finally, Urban Financial Advisory Corp purchased a new stake in shares of SPDR S&P 600 Small CapValue ETF during the third quarter worth about $88,000.

SPDR S&P 600 Small CapValue ETF Price Performance

Shares of SLYV opened at $78.56 on Thursday. SPDR S&P 600 Small CapValue ETF has a one year low of $75.79 and a one year high of $96.14. The company has a 50-day simple moving average of $86.36 and a two-hundred day simple moving average of $87.57. The firm has a market capitalization of $3.77 billion, a PE ratio of 13.20 and a beta of 1.18.

SPDR S&P 600 Small CapValue ETF Company Profile

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics.