BerganKDV Wealth Management LLC Sells 2,328 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

BerganKDV Wealth Management LLC lessened its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYVGet Rating) by 1.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 158,348 shares of the company’s stock after selling 2,328 shares during the quarter. SPDR S&P 600 Small CapValue ETF comprises 1.4% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 16th largest position. BerganKDV Wealth Management LLC owned about 0.31% of SPDR S&P 600 Small CapValue ETF worth $13,195,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Avantax Planning Partners Inc. raised its holdings in shares of SPDR S&P 600 Small CapValue ETF by 72.1% during the 1st quarter. Avantax Planning Partners Inc. now owns 119,905 shares of the company’s stock valued at $9,992,000 after buying an additional 50,233 shares in the last quarter. Lincoln National Corp increased its stake in SPDR S&P 600 Small CapValue ETF by 12.1% in the 1st quarter. Lincoln National Corp now owns 10,413 shares of the company’s stock worth $867,000 after purchasing an additional 1,122 shares during the period. Bridgeworth LLC purchased a new position in SPDR S&P 600 Small CapValue ETF in the 1st quarter worth approximately $202,000. Lansing Street Advisors purchased a new position in SPDR S&P 600 Small CapValue ETF in the 1st quarter worth approximately $66,000. Finally, Tortoise Investment Management LLC increased its stake in SPDR S&P 600 Small CapValue ETF by 6.7% in the 1st quarter. Tortoise Investment Management LLC now owns 34,927 shares of the company’s stock worth $2,910,000 after purchasing an additional 2,184 shares during the period.

SPDR S&P 600 Small CapValue ETF Price Performance

SPDR S&P 600 Small CapValue ETF stock traded up $0.37 during trading hours on Friday, reaching $78.12. The company had a trading volume of 249,560 shares, compared to its average volume of 265,239. The company has a 50-day moving average price of $75.19 and a 200 day moving average price of $78.98. SPDR S&P 600 Small CapValue ETF has a 12-month low of $69.90 and a 12-month high of $91.11.

SPDR S&P 600 Small CapValue ETF Company Profile

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SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics.

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Institutional Ownership by Quarter for SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

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