Pure Financial Advisors Inc. Acquires New Stake in SPDR S&P 500 ETF Trust (SPY)

Pure Financial Advisors Inc. acquired a new stake in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,343 shares of the company’s stock, valued at approximately $390,000.

Several other large investors also recently made changes to their positions in the company. Peavine Capital LLC lifted 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. Biltmore Family Office LLC lifted 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. Charles Schwab Investment Advisory Inc. lifted 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. State of Wisconsin Investment Board lifted its holdings in shares of SPDR S&P 500 ETF Trust by 250.7% in the second quarter. State of Wisconsin Investment Board now owns 210,224 shares of the company’s stock valued at $57,030,000 after purchasing an additional 150,286 shares in the last quarter. Finally, G&S Capital LLC lifted its holdings in shares of SPDR S&P 500 ETF Trust by 70.8% in the second quarter. G&S Capital LLC now owns 1,804 shares of the company’s stock valued at $489,000 after purchasing an additional 748 shares in the last quarter.

NYSEARCA SPY opened at $287.82 on Monday. SPDR S&P 500 ETF Trust has a 1-year low of $252.92 and a 1-year high of $293.94.

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 31st. Stockholders of record on Monday, September 24th will be paid a $1.3226 dividend. The ex-dividend date of this dividend is Friday, September 21st. This is an increase from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.25. This represents a $5.29 dividend on an annualized basis and a dividend yield of 1.84%.

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

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