SPDR S&P 500 ETF Trust (SPY) Shares Bought by Lenox Wealth Advisors Inc.

Lenox Wealth Advisors Inc. grew its stake in SPDR S&P 500 ETF Trust (NYSE:SPY) by 1.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 288,005 shares of the exchange traded fund’s stock after purchasing an additional 3,136 shares during the quarter. SPDR S&P 500 ETF Trust comprises about 22.3% of Lenox Wealth Advisors Inc.’s holdings, making the stock its biggest holding. Lenox Wealth Advisors Inc.’s holdings in SPDR S&P 500 ETF Trust were worth $72,355,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the business. Northwestern Mutual Investment Management Company LLC raised its holdings in SPDR S&P 500 ETF Trust by 223.2% in the 2nd quarter. Northwestern Mutual Investment Management Company LLC now owns 3,614,380 shares of the exchange traded fund’s stock worth $757,122,000 after purchasing an additional 2,496,043 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of SPDR S&P 500 ETF Trust by 5.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,574,593 shares of the exchange traded fund’s stock worth $864,337,000 after acquiring an additional 180,679 shares in the last quarter. White Mountains Advisors LLC increased its stake in shares of SPDR S&P 500 ETF Trust by 97.7% in the 2nd quarter. White Mountains Advisors LLC now owns 2,318,285 shares of the exchange traded fund’s stock worth $560,561,000 after acquiring an additional 1,145,906 shares in the last quarter. Sei Investments Co. increased its stake in shares of SPDR S&P 500 ETF Trust by 3.9% in the 2nd quarter. Sei Investments Co. now owns 2,265,949 shares of the exchange traded fund’s stock worth $547,907,000 after acquiring an additional 84,862 shares in the last quarter. Finally, Stifel Financial Corp increased its stake in shares of SPDR S&P 500 ETF Trust by 8.5% in the 2nd quarter. Stifel Financial Corp now owns 2,243,949 shares of the exchange traded fund’s stock worth $542,567,000 after acquiring an additional 175,610 shares in the last quarter.

SPDR S&P 500 ETF Trust (NYSE:SPY) opened at $258.45 on Friday. SPDR S&P 500 ETF Trust has a 12 month low of $208.38 and a 12 month high of $258.50.

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

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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)

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