SPDR S&P 500 ETF Trust (SPY) is Carroll Financial Associates Inc.’s 10th Largest Position

Carroll Financial Associates Inc. trimmed its position in SPDR S&P 500 ETF Trust (NYSE:SPY) by 3.4% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 54,079 shares of the exchange traded fund’s stock after selling 1,895 shares during the period. SPDR S&P 500 ETF Trust comprises approximately 1.6% of Carroll Financial Associates Inc.’s holdings, making the stock its 10th largest holding. Carroll Financial Associates Inc.’s holdings in SPDR S&P 500 ETF Trust were worth $13,771,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in SPY. Osborne Partners Capital Management LLC boosted its position in shares of SPDR S&P 500 ETF Trust by 0.4% in the 2nd quarter. Osborne Partners Capital Management LLC now owns 129,266 shares of the exchange traded fund’s stock worth $31,257,000 after purchasing an additional 577 shares during the last quarter. First Citizens Bank & Trust Co. boosted its position in shares of SPDR S&P 500 ETF Trust by 6.4% in the 2nd quarter. First Citizens Bank & Trust Co. now owns 78,963 shares of the exchange traded fund’s stock worth $19,093,000 after purchasing an additional 4,761 shares during the last quarter. Greenleaf Trust boosted its position in shares of SPDR S&P 500 ETF Trust by 3.3% in the 2nd quarter. Greenleaf Trust now owns 11,174 shares of the exchange traded fund’s stock worth $2,702,000 after purchasing an additional 354 shares during the last quarter. Axel Capital Management LLC boosted its position in shares of SPDR S&P 500 ETF Trust by 18.7% in the 2nd quarter. Axel Capital Management LLC now owns 551,270 shares of the exchange traded fund’s stock worth $133,297,000 after purchasing an additional 87,000 shares during the last quarter. Finally, Appropriate Balance Financial Services Inc. boosted its position in shares of SPDR S&P 500 ETF Trust by 2.1% in the 2nd quarter. Appropriate Balance Financial Services Inc. now owns 22,812 shares of the exchange traded fund’s stock worth $94,343,000 after purchasing an additional 469 shares during the last quarter.

COPYRIGHT VIOLATION NOTICE: This story was originally published by Stock Observer and is owned by of Stock Observer. If you are reading this story on another domain, it was illegally copied and reposted in violation of US & international copyright law. The legal version of this story can be read at https://www.thestockobserver.com/2017/11/14/spdr-sp-500-etf-trust-spy-is-carroll-financial-associates-inc-s-10th-largest-position.html.

SPDR S&P 500 ETF Trust (NYSE:SPY) opened at $258.34 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 business also recently declared a quarterly dividend, which was paid on Tuesday, October 31st. Stockholders of record on Monday, September 18th were given a $1.2346 dividend. This is a positive change from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.18. This represents a $4.94 annualized dividend and a dividend yield of 1.91%. The ex-dividend date of this dividend was Friday, September 15th.

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.

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

Receive News & Ratings for SPDR S&P 500 ETF Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SPDR S&P 500 ETF Trust and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply