10,428 Shares in SPDR S&P Dividend ETF $SDY Bought by Churchill Financial Advisors LLC

Churchill Financial Advisors LLC bought a new position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 10,428 shares of the company’s stock, valued at approximately $1,451,000.

Several other institutional investors and hedge funds have also bought and sold shares of SDY. UBS Group AG boosted its stake in SPDR S&P Dividend ETF by 10.5% during the third quarter. UBS Group AG now owns 1,732,685 shares of the company’s stock worth $242,663,000 after acquiring an additional 165,053 shares in the last quarter. Orion Porfolio Solutions LLC raised its holdings in SPDR S&P Dividend ETF by 70.0% during the second quarter. Orion Porfolio Solutions LLC now owns 349,460 shares of the company’s stock worth $47,432,000 after buying an additional 143,853 shares during the last quarter. Coldstream Capital Management Inc. raised its holdings in SPDR S&P Dividend ETF by 126.6% during the third quarter. Coldstream Capital Management Inc. now owns 223,525 shares of the company’s stock worth $31,305,000 after buying an additional 124,864 shares during the last quarter. Joel Isaacson & Co. LLC raised its holdings in SPDR S&P Dividend ETF by 4.6% during the fourth quarter. Joel Isaacson & Co. LLC now owns 2,788,428 shares of the company’s stock worth $388,038,000 after buying an additional 121,368 shares during the last quarter. Finally, Raymond James Financial Inc. raised its holdings in SPDR S&P Dividend ETF by 4.0% during the second quarter. Raymond James Financial Inc. now owns 3,133,413 shares of the company’s stock worth $425,298,000 after buying an additional 119,562 shares during the last quarter. 43.42% of the stock is owned by institutional investors.

SPDR S&P Dividend ETF Stock Performance

SDY opened at $149.96 on Monday. The company’s fifty day moving average price is $147.35 and its two-hundred day moving average price is $145.76. SPDR S&P Dividend ETF has a 1-year low of $131.96 and a 1-year high of $156.39. The company has a market cap of $21.95 billion, a price-to-earnings ratio of 19.85 and a beta of 0.71.

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. The Fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the Index.