Caliber Wealth Management LLC KS Purchases 1,364 Shares of SPDR S&P Dividend ETF $SDY

Caliber Wealth Management LLC KS increased its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 66.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,411 shares of the company’s stock after purchasing an additional 1,364 shares during the period. Caliber Wealth Management LLC KS’s holdings in SPDR S&P Dividend ETF were worth $463,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Insight Inv LLC bought a new stake in SPDR S&P Dividend ETF in the second quarter valued at $27,000. Oliver Lagore Vanvalin Investment Group bought a new stake in SPDR S&P Dividend ETF in the second quarter valued at $40,000. Private Wealth Asset Management LLC grew its position in SPDR S&P Dividend ETF by 1,245.5% in the second quarter. Private Wealth Asset Management LLC now owns 296 shares of the company’s stock valued at $40,000 after acquiring an additional 274 shares during the period. Briaud Financial Planning Inc bought a new stake in SPDR S&P Dividend ETF in the first quarter valued at $45,000. Finally, Wealth Preservation Advisors LLC bought a new stake in SPDR S&P Dividend ETF in the first quarter valued at $50,000. 43.42% of the stock is currently owned by institutional investors.

SPDR S&P Dividend ETF Price Performance

Shares of NYSEARCA:SDY opened at $139.81 on Thursday. The business’s fifty day moving average price is $140.07 and its two-hundred day moving average price is $136.41. SPDR S&P Dividend ETF has a fifty-two week low of $119.83 and a fifty-two week high of $144.45. The stock has a market capitalization of $20.14 billion, a price-to-earnings ratio of 19.85 and a beta of 0.86.

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.