SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Sold by Holistic Financial Partners

Holistic Financial Partners decreased its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 7.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,170 shares of the company’s stock after selling 327 shares during the period. Holistic Financial Partners’ holdings in SPDR S&P Dividend ETF were worth $592,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of SDY. Capital Performance Advisors LLP acquired a new position in shares of SPDR S&P Dividend ETF in the 3rd quarter valued at $31,000. JNBA Financial Advisors acquired a new stake in SPDR S&P Dividend ETF during the 3rd quarter worth $32,000. Russell Investments Group Ltd. boosted its stake in SPDR S&P Dividend ETF by 101.6% during the 1st quarter. Russell Investments Group Ltd. now owns 252 shares of the company’s stock worth $33,000 after purchasing an additional 127 shares during the period. Opal Wealth Advisors LLC acquired a new stake in SPDR S&P Dividend ETF during the 2nd quarter worth $34,000. Finally, Assetmark Inc. boosted its stake in SPDR S&P Dividend ETF by 192.0% during the 3rd quarter. Assetmark Inc. now owns 254 shares of the company’s stock worth $36,000 after purchasing an additional 167 shares during the period.

SPDR S&P Dividend ETF Price Performance

Shares of NYSEARCA:SDY opened at $139.67 on Monday. The stock has a market cap of $22.10 billion, a P/E ratio of 19.72 and a beta of 0.68. The firm has a fifty day moving average price of $140.68 and a 200 day moving average price of $134.82. SPDR S&P Dividend ETF has a 1-year low of $117.25 and a 1-year high of $144.06.

About SPDR S&P Dividend ETF

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.