SPDR S&P 500 ETF Trust (SPY) Stake Raised 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% in the 3rd quarter, Holdings Channel reports. The firm owned 82,089 shares of the company’s stock after purchasing an additional 6,990 shares during the quarter. SPDR S&P 500 ETF Trust makes up approximately 9.1% of Berkeley Capital Partners LLC’s investment portfolio, making the stock its 2nd largest position. Berkeley Capital Partners LLC’s holdings in SPDR S&P 500 ETF Trust were worth $16,198,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Spectrum Management Group Inc. increased its holdings in SPDR S&P 500 ETF Trust by 1.8% in the 3rd quarter. Spectrum Management Group Inc. now owns 223,084 shares of the company’s stock worth $64,855,000 after acquiring an additional 3,919 shares in the last quarter. Patriot Financial Group Insurance Agency LLC increased its holdings 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 acquiring an additional 350 shares in the last quarter. Concorde Asset Management LLC increased its holdings in SPDR S&P 500 ETF Trust by 197.7% in the 3rd quarter. Concorde Asset Management LLC now owns 3,313 shares of the company’s stock worth $953,000 after acquiring an additional 2,200 shares in the last quarter. Palladium Partners LLC increased its holdings in SPDR S&P 500 ETF Trust by 6.4% in the 3rd quarter. Palladium Partners LLC now owns 3,266 shares of the company’s stock worth $949,000 after acquiring an additional 197 shares in the last quarter. Finally, Hanson McClain Inc. increased its holdings in SPDR S&P 500 ETF Trust by 10.6% in the 3rd quarter. Hanson McClain Inc. now owns 142,617 shares of the company’s stock worth $41,462,000 after acquiring an additional 13,638 shares in the last quarter.

SPDR S&P 500 ETF Trust stock opened at $277.76 on Friday. SPDR S&P 500 ETF Trust has a 12-month low of $252.92 and a 12-month high of $293.94.

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 31st. Investors of record on Monday, September 24th were issued a $1.3226 dividend. This represents a $5.29 annualized dividend and a yield of 1.90%. 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.

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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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Want to see what other hedge funds are holding SPY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR S&P 500 ETF Trust (NYSEARCA:SPY).

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

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