SPDR Portfolio S&P 500 ETF $SPLG Shares Acquired by Lord & Richards Wealth Management LLC

Lord & Richards Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 10.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 127,865 shares of the company’s stock after acquiring an additional 12,531 shares during the quarter. SPDR Portfolio S&P 500 ETF accounts for 9.2% of Lord & Richards Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Lord & Richards Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $10,017,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC bought a new position in shares of SPDR Portfolio S&P 500 ETF in the fourth quarter worth $311,000. Bison Wealth LLC raised its stake in shares of SPDR Portfolio S&P 500 ETF by 0.4% during the fourth quarter. Bison Wealth LLC now owns 142,938 shares of the company’s stock valued at $9,854,000 after purchasing an additional 630 shares in the last quarter. HB Wealth Management LLC lifted its holdings in SPDR Portfolio S&P 500 ETF by 16.4% in the second quarter. HB Wealth Management LLC now owns 4,880 shares of the company’s stock worth $355,000 after purchasing an additional 688 shares during the period. Berger Financial Group Inc lifted its holdings in SPDR Portfolio S&P 500 ETF by 4.0% in the second quarter. Berger Financial Group Inc now owns 10,846 shares of the company’s stock worth $788,000 after purchasing an additional 415 shares during the period. Finally, Duncan Williams Asset Management LLC bought a new position in SPDR Portfolio S&P 500 ETF in the 2nd quarter valued at about $66,392,000.

SPDR Portfolio S&P 500 ETF Trading Down 0.3%

SPDR Portfolio S&P 500 ETF stock opened at $81.40 on Tuesday. SPDR Portfolio S&P 500 ETF has a 52 week low of $56.67 and a 52 week high of $81.14. The stock has a market cap of $96.87 billion, a price-to-earnings ratio of 25.61 and a beta of 1.00. The company’s 50-day moving average price is $80.73 and its two-hundred day moving average price is $78.47.

SPDR Portfolio S&P 500 ETF Profile

SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities. The sectors in which the Fund invests include information technology, financials, consumer discretionary, health care, industrials, energy, consumer staples, materials, utilities and telecommunication services.