SPDR S&P 500 ETF Trust (SPY) Stake Raised by Leavell Investment Management Inc.

Leavell Investment Management Inc. lifted its position in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 41,070 shares of the company’s stock after purchasing an additional 410 shares during the period. SPDR S&P 500 ETF Trust comprises approximately 1.3% of Leavell Investment Management Inc.’s portfolio, making the stock its 13th largest position. Leavell Investment Management Inc.’s holdings in SPDR S&P 500 ETF Trust were worth $10,323,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the company. Roundview Capital LLC lifted its position in SPDR S&P 500 ETF Trust by 142.6% in the third quarter. Roundview Capital LLC now owns 8,063 shares of the company’s stock valued at $2,344,000 after acquiring an additional 4,740 shares during the last quarter. Chesley Taft & Associates LLC lifted its position in SPDR S&P 500 ETF Trust by 3.1% in the fourth quarter. Chesley Taft & Associates LLC now owns 61,064 shares of the company’s stock valued at $15,261,000 after acquiring an additional 1,854 shares during the last quarter. Rockefeller Capital Management L.P. lifted its position in SPDR S&P 500 ETF Trust by 0.6% in the third quarter. Rockefeller Capital Management L.P. now owns 399,222 shares of the company’s stock valued at $116,061,000 after acquiring an additional 2,553 shares during the last quarter. KHP Capital LLC lifted its position in SPDR S&P 500 ETF Trust by 2.8% in the third quarter. KHP Capital LLC now owns 109,654 shares of the company’s stock valued at $31,879,000 after acquiring an additional 2,942 shares during the last quarter. Finally, Ferguson Wellman Capital Management Inc. lifted its position in SPDR S&P 500 ETF Trust by 10.4% in the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 8,823 shares of the company’s stock valued at $2,205,000 after acquiring an additional 828 shares during the last quarter.

Shares of SPY opened at $270.47 on Friday. SPDR S&P 500 ETF Trust has a 1-year low of $233.76 and a 1-year high of $293.94.

The business also recently declared a quarterly dividend, which was paid on Thursday, January 31st. Investors of record on Monday, December 24th were given a $1.4354 dividend. The ex-dividend date was Friday, December 21st. This is a boost from SPDR S&P 500 ETF Trust’s previous quarterly dividend of $1.32. This represents a $5.74 dividend on an annualized basis and a yield of 2.12%.

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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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