EverSource Wealth Advisors LLC Has $2.11 Million Stock Position in SPDR S&P Dividend ETF (NYSEARCA:SDY)

EverSource Wealth Advisors LLC lowered its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDYFree Report) by 43.9% in the fourth quarter, HoldingsChannel reports. The firm owned 15,974 shares of the company’s stock after selling 12,475 shares during the period. EverSource Wealth Advisors LLC’s holdings in SPDR S&P Dividend ETF were worth $2,110,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of SDY. Avion Wealth boosted its holdings in shares of SPDR S&P Dividend ETF by 164.5% during the fourth quarter. Avion Wealth now owns 201 shares of the company’s stock worth $26,000 after acquiring an additional 125 shares during the period. Kestra Investment Management LLC bought a new stake in shares of SPDR S&P Dividend ETF in the fourth quarter valued at approximately $31,000. Noble Wealth Management PBC bought a new stake in shares of SPDR S&P Dividend ETF in the fourth quarter valued at approximately $32,000. Rialto Wealth Management LLC bought a new stake in shares of SPDR S&P Dividend ETF in the fourth quarter valued at approximately $34,000. Finally, Assetmark Inc. boosted its stake in shares of SPDR S&P Dividend ETF by 192.0% in the third quarter. Assetmark Inc. now owns 254 shares of the company’s stock valued at $36,000 after buying an additional 167 shares during the period.

SPDR S&P Dividend ETF Trading Down 1.3 %

Shares of SDY stock opened at $133.58 on Thursday. The stock has a market cap of $19.98 billion, a P/E ratio of 21.48 and a beta of 0.88. The stock has a 50 day simple moving average of $134.33 and a 200 day simple moving average of $137.76. SPDR S&P Dividend ETF has a 1 year low of $124.37 and a 1 year high of $144.45.

SPDR S&P Dividend ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SDY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR S&P Dividend ETF (NYSEARCA:SDYFree Report).

Institutional Ownership by Quarter for SPDR S&P Dividend ETF (NYSEARCA:SDY)

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