Willis Johnson & Associates Inc. Acquires 579,899 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
by Teresa Graham · The Cerbat GemWillis Johnson & Associates Inc. lifted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 11.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,798,846 shares of the company’s stock after purchasing an additional 579,899 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises about 20.3% of Willis Johnson & Associates Inc.’s portfolio, making the stock its largest holding. Willis Johnson & Associates Inc. owned 1.04% of SPDR Portfolio S&P 500 Value ETF worth $329,432,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of SPYV. Trilogy Capital Inc. increased its position in shares of SPDR Portfolio S&P 500 Value ETF by 3.9% in the fourth quarter. Trilogy Capital Inc. now owns 124,341 shares of the company’s stock valued at $7,064,000 after buying an additional 4,649 shares in the last quarter. Vicus Capital lifted its position in shares of SPDR Portfolio S&P 500 Value ETF by 4.1% during the 4th quarter. Vicus Capital now owns 731,625 shares of the company’s stock valued at $41,564,000 after buying an additional 28,653 shares in the last quarter. Phoenix Wealth Advisors grew its stake in SPDR Portfolio S&P 500 Value ETF by 1.0% in the 4th quarter. Phoenix Wealth Advisors now owns 94,764 shares of the company’s stock valued at $5,384,000 after acquiring an additional 956 shares during the period. Maseco LLP acquired a new stake in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at $91,000. Finally, CarsonAllaria Wealth Management Ltd. increased its holdings in SPDR Portfolio S&P 500 Value ETF by 3.0% in the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 407,450 shares of the company’s stock worth $23,147,000 after acquiring an additional 11,957 shares in the last quarter.
SPDR Portfolio S&P 500 Value ETF Stock Performance
NYSEARCA:SPYV opened at $58.16 on Friday. The stock has a market capitalization of $32.65 billion, a PE ratio of 20.50 and a beta of 0.87. SPDR Portfolio S&P 500 Value ETF has a fifty-two week low of $45.80 and a fifty-two week high of $59.75. The company has a fifty day moving average of $57.94 and a two-hundred day moving average of $56.99.
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. The selection universe for the S&P 500 Index includes all United States common equities listed on the New York Stock Exchange, National Association of Securities Dealers Automated Quotation (NASDAQ) Global Select Market, NASDAQ Select Market and NASDAQ Capital Market with market capitalizations of $3.5 billion or more.