SPDR S&P 500 ETF Trust (SPY) Stake Lifted by Klingman & Associates LLC

Klingman & Associates LLC increased its stake in shares of SPDR S&P 500 ETF Trust (NYSE:SPY) by 2.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 145,980 shares of the exchange traded fund’s stock after purchasing an additional 3,269 shares during the period. SPDR S&P 500 ETF Trust makes up 9.0% of Klingman & Associates LLC’s investment portfolio, making the stock its 2nd largest holding. Klingman & Associates LLC’s holdings in SPDR S&P 500 ETF Trust were worth $36,674,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also made changes to their positions in the company. CKW Financial Group increased its holdings in SPDR S&P 500 ETF Trust by 0.3% during the second quarter. CKW Financial Group now owns 606 shares of the exchange traded fund’s stock valued at $147,000 after buying an additional 2 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in SPDR S&P 500 ETF Trust during the third quarter valued at approximately $148,000. WESPAC Advisors SoCal LLC increased its holdings in SPDR S&P 500 ETF Trust by 68.8% during the second quarter. WESPAC Advisors SoCal LLC now owns 675 shares of the exchange traded fund’s stock valued at $163,000 after buying an additional 275 shares during the last quarter. Almanack Investment Partners LLC. increased its holdings in SPDR S&P 500 ETF Trust by 2.6% during the second quarter. Almanack Investment Partners LLC. now owns 698 shares of the exchange traded fund’s stock valued at $170,000 after buying an additional 18 shares during the last quarter. Finally, Logan Capital Management Inc. purchased a new stake in SPDR S&P 500 ETF Trust during the second quarter valued at approximately $201,000.

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Shares of SPDR S&P 500 ETF Trust (SPY) opened at $258.34 on Tuesday. SPDR S&P 500 ETF Trust has a twelve month low of $215.32 and a twelve 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 issued a dividend of $1.2346 per share. This is a boost from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.18. This represents a $4.94 dividend on an annualized basis and a yield of 1.91%. The ex-dividend date was Friday, September 15th.

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.

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

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