SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Purchased by Disciplined Investments LLC

Disciplined Investments LLC raised its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 12.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,654 shares of the company’s stock after acquiring an additional 506 shares during the quarter. Disciplined Investments LLC’s holdings in SPDR S&P Dividend ETF were worth $615,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Roger Wittlin Investment Advisory LLC increased its holdings in SPDR S&P Dividend ETF by 0.6% in the third quarter. Roger Wittlin Investment Advisory LLC now owns 13,100 shares of the company’s stock worth $1,861,000 after buying an additional 73 shares during the last quarter. N.E.W. Advisory Services LLC grew its position in shares of SPDR S&P Dividend ETF by 1.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 6,916 shares of the company’s stock valued at $914,000 after purchasing an additional 76 shares during the last quarter. Avidian Wealth Enterprises LLC increased its position in SPDR S&P Dividend ETF by 4.9% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 1,617 shares of the company’s stock worth $214,000 after buying an additional 76 shares during the period. Good Life Advisors LLC boosted its holdings in SPDR S&P Dividend ETF by 1.4% in the 4th quarter. Good Life Advisors LLC now owns 5,665 shares of the company’s stock valued at $748,000 after purchasing an additional 79 shares during the period. Finally, Smart Money Group LLC grew its position in SPDR S&P Dividend ETF by 0.7% during the fourth quarter. Smart Money Group LLC now owns 12,547 shares of the company’s stock worth $1,658,000 after buying an additional 86 shares in the last quarter.

SPDR S&P Dividend ETF Price Performance

SDY opened at $138.36 on Tuesday. The company has a market capitalization of $20.70 billion, a P/E ratio of 21.48 and a beta of 0.88. SPDR S&P Dividend ETF has a fifty-two week low of $124.37 and a fifty-two week high of $144.45. The firm’s fifty day moving average price is $133.82 and its two-hundred day moving average price is $137.79.

SPDR S&P Dividend ETF Profile

The SPDR S&P Dividend ETF seeks to closely match the returns and characteristics of the S&P High Yield Dividend Aristocrats Index (the Index). The Index is designed to measure the performance of the 60 highest dividend yielding S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 25 consecutive years.