SPDR S&P 500 Value ETF (SPYV) Stake Lifted by WealthPLAN Partners LLC

WealthPLAN Partners LLC lifted its position in shares of SPDR S&P 500 Value ETF (NYSEARCA:SPYV) by 33.0% during the 1st quarter, Holdings Channel reports. The firm owned 143,582 shares of the company’s stock after purchasing an additional 35,588 shares during the quarter. SPDR S&P 500 Value ETF comprises 0.9% of WealthPLAN Partners LLC’s portfolio, making the stock its 26th biggest holding. WealthPLAN Partners LLC’s holdings in SPDR S&P 500 Value ETF were worth $4,221,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. Private Advisor Group LLC boosted its holdings in shares of SPDR S&P 500 Value ETF by 37.0% during the 4th quarter. Private Advisor Group LLC now owns 11,925 shares of the company’s stock worth $369,000 after buying an additional 3,219 shares during the period. Carnick & Kubik Group LLC increased its stake in shares of SPDR S&P 500 Value ETF by 289.5% in the fourth quarter. Carnick & Kubik Group LLC now owns 63,617 shares of the company’s stock worth $1,952,000 after buying an additional 47,286 shares during the period. Cetera Advisors LLC purchased a new position in shares of SPDR S&P 500 Value ETF in the fourth quarter worth $210,000. Wells Fargo & Company MN increased its stake in shares of SPDR S&P 500 Value ETF by 318.3% in the fourth quarter. Wells Fargo & Company MN now owns 201,383 shares of the company’s stock worth $6,178,000 after buying an additional 153,240 shares during the period. Finally, Ausdal Financial Partners Inc. increased its stake in shares of SPDR S&P 500 Value ETF by 303.5% in the fourth quarter. Ausdal Financial Partners Inc. now owns 20,240 shares of the company’s stock worth $621,000 after buying an additional 15,224 shares during the period.

Shares of NYSEARCA SPYV traded up $0.05 during mid-day trading on Thursday, hitting $30.30. The stock had a trading volume of 901 shares, compared to its average volume of 660,323. SPDR S&P 500 Value ETF has a 1 year low of $28.05 and a 1 year high of $32.54.

SPDR 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.

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

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