SPDR S&P 500 ETF Trust (SPY) Stake Increased by Berkeley Capital Partners LLC

Berkeley Capital Partners LLC grew its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 9.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,089 shares of the company’s stock after buying an additional 6,990 shares during the period. SPDR S&P 500 ETF Trust accounts for approximately 9.1% of Berkeley Capital Partners LLC’s holdings, making the stock its 2nd biggest position. Berkeley Capital Partners LLC’s holdings in SPDR S&P 500 ETF Trust were worth $16,198,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Patriot Financial Group Insurance Agency LLC boosted its stake in SPDR S&P 500 ETF Trust by 402.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 437 shares of the company’s stock worth $127,000 after purchasing an additional 350 shares in the last quarter. Hartford Financial Management Inc. bought a new position in SPDR S&P 500 ETF Trust in the 2nd quarter worth about $139,000. LifePlan Financial Group Inc boosted its stake in SPDR S&P 500 ETF Trust by 48.6% in the 2nd quarter. LifePlan Financial Group Inc now owns 575 shares of the company’s stock worth $156,000 after purchasing an additional 188 shares in the last quarter. WP Advisors LLC bought a new position in SPDR S&P 500 ETF Trust in the 2nd quarter worth about $165,000. Finally, NuWave Investment Management LLC boosted its stake in SPDR S&P 500 ETF Trust by 283.0% in the 3rd quarter. NuWave Investment Management LLC now owns 609 shares of the company’s stock worth $177,000 after purchasing an additional 450 shares in the last quarter.

Shares of SPDR S&P 500 ETF Trust stock opened at $277.76 on Friday. SPDR S&P 500 ETF Trust has a 1 year low of $252.92 and a 1 year high of $293.94.

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 31st. Shareholders of record on Monday, September 24th were given a $1.3226 dividend. This is a positive change from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.25. The ex-dividend date was Friday, September 21st. This represents a $5.29 dividend on an annualized basis and a yield of 1.90%.

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About SPDR S&P 500 ETF Trust

SPDR S&P 500 ETF Trust (the Trust) is a unit investment trust. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). The Trust seeks to achieve this investment objective by holding a portfolio of the common stocks that are included in the Index (the Portfolio), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the Index.

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Institutional Ownership by Quarter for SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

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