Heritage Wealth Management LLC Lowers Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Heritage Wealth Management LLC lessened its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 29.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,215 shares of the company’s stock after selling 500 shares during the period. Heritage Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $47,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Financial Council Asset Management Inc purchased a new stake in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter worth approximately $2,996,000. Blue Bell Private Wealth Management LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 7.9% in the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 10,911 shares of the company’s stock worth $426,000 after purchasing an additional 800 shares during the period. Sawtooth Solutions LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF during the third quarter valued at approximately $2,566,000. Geneos Wealth Management Inc. lifted its position in SPDR Portfolio S&P 500 Value ETF by 10.9% during the third quarter. Geneos Wealth Management Inc. now owns 162,717 shares of the company’s stock valued at $6,437,000 after acquiring an additional 15,944 shares during the last quarter. Finally, Advisory Alpha LLC lifted its position in SPDR Portfolio S&P 500 Value ETF by 12.9% during the third quarter. Advisory Alpha LLC now owns 2,198,471 shares of the company’s stock valued at $85,740,000 after acquiring an additional 251,962 shares during the last quarter.

NYSEARCA:SPYV opened at $42.50 on Friday. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $33.72 and a 52 week high of $42.99. The firm has a 50 day moving average of $41.33 and a 200 day moving average of $40.45.

SPDR Portfolio S&P 500 Value ETF 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.

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Institutional Ownership by Quarter for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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