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

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Vishria Bird Financial Group LLC reduced its holdings in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 0.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. 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 holding. Vishria Bird Financial Group LLC’s holdings in SPDR S&P 500 ETF Trust were worth $9,016,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of SPY. Hartford Financial Management Inc. bought a new stake in shares of SPDR S&P 500 ETF Trust in the second quarter valued at about $139,000. LifePlan Financial Group Inc lifted its stake in shares of SPDR S&P 500 ETF Trust by 48.6% in the second quarter. LifePlan Financial Group Inc now owns 575 shares of the company’s stock valued at $156,000 after buying an additional 188 shares during the period. WP Advisors LLC bought a new stake in shares of SPDR S&P 500 ETF Trust in the second quarter valued at about $165,000. NuWave Investment Management LLC lifted its stake in shares of SPDR S&P 500 ETF Trust by 283.0% in the third quarter. NuWave Investment Management LLC now owns 609 shares of the company’s stock valued at $177,000 after buying an additional 450 shares during the period. Finally, Truvestments Capital LLC bought a new stake in shares of SPDR S&P 500 ETF Trust in the third quarter valued at about $196,000.

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

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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 (NYSEARCA:SPY)

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