Holistic Financial Partners Cuts Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Holistic Financial Partners lowered its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 7.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,170 shares of the company’s stock after selling 327 shares during the quarter. Holistic Financial Partners’ holdings in SPDR S&P Dividend ETF were worth $592,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of SDY. Russell Investments Group Ltd. increased its holdings in shares of SPDR S&P Dividend ETF by 101.6% in the 1st quarter. Russell Investments Group Ltd. now owns 252 shares of the company’s stock valued at $33,000 after purchasing an additional 127 shares in the last quarter. Kingsview Wealth Management LLC increased its holdings in shares of SPDR S&P Dividend ETF by 15.9% in the 1st quarter. Kingsview Wealth Management LLC now owns 4,199 shares of the company’s stock valued at $551,000 after purchasing an additional 577 shares in the last quarter. O Shaughnessy Asset Management LLC increased its holdings in shares of SPDR S&P Dividend ETF by 8.5% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 4,617 shares of the company’s stock valued at $606,000 after purchasing an additional 361 shares in the last quarter. Texas Capital Bank Wealth Management Services Inc purchased a new position in shares of SPDR S&P Dividend ETF in the 1st quarter valued at about $255,000. Finally, Lake Street Advisors Group LLC purchased a new position in shares of SPDR S&P Dividend ETF in the 1st quarter valued at about $644,000.

SPDR S&P Dividend ETF Stock Down 0.2 %

Shares of SDY opened at $139.67 on Monday. The company has a 50-day simple moving average of $140.68 and a 200-day simple moving average of $134.82. The company has a market capitalization of $22.10 billion, a PE ratio of 19.72 and a beta of 0.68. SPDR S&P Dividend ETF has a 52-week low of $117.25 and a 52-week high of $144.06.

SPDR S&P Dividend ETF Company 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.