Vishria Bird Financial Group LLC Has $9.02 Million Stake in SPDR S&P 500 ETF Trust (SPY)

Vishria Bird Financial Group LLC lowered its position in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 0.9% in the third quarter, Holdings Channel reports. The fund owned 31,013 shares of the company’s stock after selling 277 shares during the quarter. SPDR S&P 500 ETF Trust comprises 7.7% of Vishria Bird Financial Group LLC’s portfolio, making the stock its 2nd biggest position. Vishria Bird Financial Group LLC’s holdings in SPDR S&P 500 ETF Trust were worth $9,016,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of SPY. Peavine Capital LLC increased its holdings in shares of SPDR S&P 500 ETF Trust by 1.7% in the second quarter. Peavine Capital LLC now owns 285,398 shares of the company’s stock valued at $77,423,000 after purchasing an additional 4,669 shares in the last quarter. Univest Corp of Pennsylvania acquired a new stake in shares of SPDR S&P 500 ETF Trust in the third quarter valued at approximately $524,000. Charles Schwab Investment Advisory Inc. increased its holdings in shares of SPDR S&P 500 ETF Trust by 81,315.3% in the second quarter. Charles Schwab Investment Advisory Inc. now owns 1,396,273 shares of the company’s stock valued at $378,782,000 after purchasing an additional 1,394,558 shares in the last quarter. Biltmore Family Office LLC increased its holdings in shares of SPDR S&P 500 ETF Trust by 10.9% in the second quarter. Biltmore Family Office LLC now owns 4,479 shares of the company’s stock valued at $1,221,000 after purchasing an additional 442 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of SPDR S&P 500 ETF Trust by 16.5% in the second quarter. Envestnet Asset Management Inc. now owns 4,211,949 shares of the company’s stock valued at $1,142,616,000 after purchasing an additional 597,543 shares in the last quarter.

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

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 31st. Investors of record on Monday, September 24th were issued a $1.3226 dividend. The ex-dividend date of this dividend was Friday, September 21st. This represents a $5.29 dividend on an annualized basis and a dividend yield of 1.90%. This is a positive change from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.25.

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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.

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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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