SPDR S&P 500 ETF Trust (SPY) Holdings Increased by FormulaFolio Investments LLC

FormulaFolio Investments LLC raised its holdings in shares of SPDR S&P 500 ETF Trust (NYSE:SPY) by 12.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,982 shares of the exchange traded fund’s stock after acquiring an additional 541 shares during the quarter. FormulaFolio Investments LLC’s holdings in SPDR S&P 500 ETF Trust were worth $1,252,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Osborne Partners Capital Management LLC boosted its position in shares of SPDR S&P 500 ETF Trust by 0.4% in the second quarter. Osborne Partners Capital Management LLC now owns 129,266 shares of the exchange traded fund’s stock worth $31,257,000 after acquiring an additional 577 shares during the last quarter. First Citizens Bank & Trust Co. lifted its position in SPDR S&P 500 ETF Trust by 6.4% during the second quarter. First Citizens Bank & Trust Co. now owns 78,963 shares of the exchange traded fund’s stock valued at $19,093,000 after buying an additional 4,761 shares in the last quarter. Greenleaf Trust lifted its position in SPDR S&P 500 ETF Trust by 3.3% during the second quarter. Greenleaf Trust now owns 11,174 shares of the exchange traded fund’s stock valued at $2,702,000 after buying an additional 354 shares in the last quarter. Axel Capital Management LLC lifted its position in SPDR S&P 500 ETF Trust by 18.7% during the second quarter. Axel Capital Management LLC now owns 551,270 shares of the exchange traded fund’s stock valued at $133,297,000 after buying an additional 87,000 shares in the last quarter. Finally, Appropriate Balance Financial Services Inc. raised its stake in shares of SPDR S&P 500 ETF Trust by 2.1% during the second quarter. Appropriate Balance Financial Services Inc. now owns 22,812 shares of the exchange traded fund’s stock valued at $94,343,000 after purchasing an additional 469 shares during the period.

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Shares of SPDR S&P 500 ETF Trust (NYSE:SPY) opened at $257.39 on Tuesday. SPDR S&P 500 ETF Trust has a 12 month low of $215.32 and a 12 month high of $259.35.

The firm also recently announced a quarterly dividend, which was paid on Tuesday, October 31st. Shareholders of record on Monday, September 18th were paid a dividend of $1.2346 per share. This is a positive change from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.18. The ex-dividend date was Friday, September 15th. This represents a $4.94 annualized dividend and a yield of 1.92%.

SPDR S&P 500 ETF Trust 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.

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

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