Waller Financial Planning Group Inc. Has $6.13 Million Holdings in SPDR Portfolio S&P 500 Value ETF (SPYV)

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Waller Financial Planning Group Inc. raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 4.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 195,958 shares of the company’s stock after purchasing an additional 8,430 shares during the quarter. SPDR Portfolio S&P 500 Value ETF comprises 3.5% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its 9th biggest position. Waller Financial Planning Group Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $6,126,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Tortoise Investment Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at about $25,000. OLD Second National Bank of Aurora boosted its holdings in SPDR Portfolio S&P 500 Value ETF by 176.7% in the 4th quarter. OLD Second National Bank of Aurora now owns 949 shares of the company’s stock valued at $26,000 after purchasing an additional 606 shares during the last quarter. Simplex Trading LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $37,000. JNBA Financial Advisors acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $46,000. Finally, Macroview Investment Management LLC acquired a new position in SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at about $46,000.

NYSEARCA:SPYV traded up $0.04 on Thursday, hitting $31.29. The stock had a trading volume of 377,515 shares, compared to its average volume of 1,338,969. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $25.44 and a 1-year high of $31.96.

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 21st. Stockholders of record on Tuesday, March 19th were issued a $0.1753 dividend. The ex-dividend date of this dividend was Monday, March 18th. This represents a $0.70 annualized dividend and a dividend yield of 2.24%.

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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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