SPDR S&P 500 ETF Trust (SPY) Shares Bought by FormulaFolio Investments LLC

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

Several other hedge funds also recently modified their holdings of the company. CKW Financial Group boosted its holdings in SPDR S&P 500 ETF Trust by 0.3% in the 2nd quarter. CKW Financial Group now owns 606 shares of the exchange traded fund’s stock worth $147,000 after buying an additional 2 shares during the period. Investors Asset Management of Georgia Inc. GA ADV boosted its holdings in SPDR S&P 500 ETF Trust by 0.3% in the 2nd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 1,183 shares of the exchange traded fund’s stock worth $286,000 after buying an additional 4 shares during the period. Regal Wealth Group Inc. boosted its holdings in SPDR S&P 500 ETF Trust by 0.5% in the 2nd quarter. Regal Wealth Group Inc. now owns 849 shares of the exchange traded fund’s stock worth $205,000 after buying an additional 4 shares during the period. J.P. Marvel Investment Advisors LLC boosted its holdings in SPDR S&P 500 ETF Trust by 0.3% in the 2nd quarter. J.P. Marvel Investment Advisors LLC now owns 3,539 shares of the exchange traded fund’s stock worth $856,000 after buying an additional 9 shares during the period. Finally, Mcrae Capital Management Inc. boosted its holdings in SPDR S&P 500 ETF Trust by 0.9% in the 2nd quarter. Mcrae Capital Management Inc. now owns 1,405 shares of the exchange traded fund’s stock worth $340,000 after buying an additional 13 shares during the period.

SPDR S&P 500 ETF Trust (NYSE SPY) opened at $258.45 on Friday. SPDR S&P 500 ETF Trust has a fifty-two week low of $208.38 and a fifty-two week high of $258.50.

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

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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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