SPDR S&P Dividend ETF $SDY Holdings Raised by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC grew its position in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 58.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,689 shares of the company’s stock after acquiring an additional 2,474 shares during the quarter. Valeo Financial Advisors LLC’s holdings in SPDR S&P Dividend ETF were worth $908,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in SDY. Oliver Lagore Vanvalin Investment Group bought a new stake in shares of SPDR S&P Dividend ETF in the 2nd quarter valued at approximately $40,000. Crews Bank & Trust increased its holdings in shares of SPDR S&P Dividend ETF by 98.2% in the 1st quarter. Crews Bank & Trust now owns 327 shares of the company’s stock valued at $44,000 after acquiring an additional 162 shares during the last quarter. Briaud Financial Planning Inc bought a new stake in shares of SPDR S&P Dividend ETF in the 1st quarter valued at approximately $45,000. Wealth Preservation Advisors LLC bought a new stake in shares of SPDR S&P Dividend ETF in the 1st quarter valued at approximately $50,000. Finally, Garde Capital Inc. bought a new stake in shares of SPDR S&P Dividend ETF in the 1st quarter valued at approximately $52,000. 43.42% of the stock is currently owned by institutional investors.

SPDR S&P Dividend ETF Price Performance

NYSEARCA:SDY opened at $140.19 on Wednesday. SPDR S&P Dividend ETF has a 12-month low of $119.83 and a 12-month high of $144.45. The firm has a market capitalization of $20.27 billion, a P/E ratio of 19.85 and a beta of 0.86. The business has a 50 day simple moving average of $139.88 and a 200 day simple moving average of $136.01.

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.