Paulson Wealth Management Inc. Has $1.39 Million Holdings in SPDR Portfolio S&P 500 Value ETF (SPYV)

Paulson Wealth Management Inc. lessened its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 48,600 shares of the company’s stock after selling 541 shares during the quarter. SPDR Portfolio S&P 500 Value ETF makes up about 1.1% of Paulson Wealth Management Inc.’s holdings, making the stock its 18th biggest holding. Paulson Wealth Management Inc.’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $1,393,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Tortoise Investment Management LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $25,000. OLD Second National Bank of Aurora raised its position in shares of 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 in the last quarter. Simplex Trading LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 4th quarter valued at approximately $37,000. TCI Wealth Advisors Inc. raised its position in shares of SPDR Portfolio S&P 500 Value ETF by 6,819.7% in the 4th quarter. TCI Wealth Advisors Inc. now owns 5,259 shares of the company’s stock valued at $143,000 after purchasing an additional 5,183 shares in the last quarter. Finally, Belpointe Asset Management LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $163,000.

Shares of SPYV traded up $0.05 during trading on Wednesday, reaching $28.71. The company’s stock had a trading volume of 49,804 shares, compared to its average volume of 2,151,196. SPDR Portfolio S&P 500 Value ETF has a twelve month low of $25.44 and a twelve month high of $32.54.

The firm also recently announced a quarterly dividend, which was paid on Friday, December 28th. Shareholders of record on Wednesday, December 26th were given a $0.2187 dividend. This represents a $0.87 dividend on an annualized basis and a dividend yield of 3.05%. The ex-dividend date of this dividend was Monday, December 24th.

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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.

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Want to see what other hedge funds are holding SPYV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV).

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

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