Castle Rock Wealth Management LLC raised its holdings in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 13.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,284 shares of the company’s stock after buying an additional 262 shares during the period. SPDR S&P 500 ETF Trust comprises approximately 0.9% of Castle Rock Wealth Management LLC’s investment portfolio, making the stock its 29th biggest position. Castle Rock Wealth Management LLC’s holdings in SPDR S&P 500 ETF Trust were worth $624,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Signet Investment Advisory Group Inc. bought a new stake in SPDR S&P 500 ETF Trust during the fourth quarter worth approximately $47,000. Avondale Wealth Management bought a new stake in SPDR S&P 500 ETF Trust during the fourth quarter worth approximately $75,000. JJJ Advisors Inc. boosted its holdings in SPDR S&P 500 ETF Trust by 17.3% during the fourth quarter. JJJ Advisors Inc. now owns 318 shares of the company’s stock worth $79,000 after buying an additional 47 shares in the last quarter. Strs Ohio bought a new stake in SPDR S&P 500 ETF Trust during the fourth quarter worth approximately $89,000. Finally, Heritage Trust Co boosted its holdings in SPDR S&P 500 ETF Trust by 69.9% during the fourth quarter. Heritage Trust Co now owns 389 shares of the company’s stock worth $97,000 after buying an additional 160 shares in the last quarter.

Shares of NYSEARCA:SPY opened at $285.84 on Monday. SPDR S&P 500 ETF Trust has a 1-year low of $233.76 and a 1-year high of $294.95.

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 30th. Investors of record on Monday, March 18th were issued a dividend of $1.2331 per share. This represents a $4.93 dividend on an annualized basis and a yield of 1.73%. The ex-dividend date of this dividend was Friday, March 15th.

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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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