BSW Wealth Partners Acquires 1,259 Shares of SPDR S&P 500 ETF Trust (SPY)

BSW Wealth Partners raised its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 67,048 shares of the company’s stock after acquiring an additional 1,259 shares during the quarter. SPDR S&P 500 ETF Trust makes up 7.4% of BSW Wealth Partners’ investment portfolio, making the stock its 4th biggest holding. BSW Wealth Partners’ holdings in SPDR S&P 500 ETF Trust were worth $19,492,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA purchased a new stake in shares of SPDR S&P 500 ETF Trust in the 2nd quarter valued at about $12,474,000. TD Asset Management Inc. lifted its holdings in shares of SPDR S&P 500 ETF Trust by 58.2% in the 3rd quarter. TD Asset Management Inc. now owns 11,533,679 shares of the company’s stock valued at $3,353,071,000 after purchasing an additional 4,241,118 shares during the last quarter. Northern Trust Corp lifted its holdings in shares of SPDR S&P 500 ETF Trust by 0.3% in the 2nd quarter. Northern Trust Corp now owns 10,797,953 shares of the company’s stock valued at $2,929,269,000 after purchasing an additional 31,900 shares during the last quarter. National Mutual Insurance Federation of Agricultural Cooperatives lifted its holdings in shares of SPDR S&P 500 ETF Trust by 79.9% in the 2nd quarter. National Mutual Insurance Federation of Agricultural Cooperatives now owns 8,425,032 shares of the company’s stock valued at $2,285,543,000 after purchasing an additional 3,742,200 shares during the last quarter. Finally, FMR LLC lifted its holdings in shares of SPDR S&P 500 ETF Trust by 4.1% in the 2nd quarter. FMR LLC now owns 5,410,740 shares of the company’s stock valued at $1,467,826,000 after purchasing an additional 213,339 shares during the last quarter.

SPDR S&P 500 ETF Trust stock opened at $263.57 on Friday. SPDR S&P 500 ETF Trust has a fifty-two week low of $252.92 and a fifty-two week high of $293.94.

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SPDR S&P 500 ETF Trust Company Profile

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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