SPDR S&P Dividend ETF (NYSEARCA:SDY) is Regent Peak Wealth Advisors LLC’s 10th Largest Position

Regent Peak Wealth Advisors LLC lifted its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 19.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,005 shares of the company’s stock after buying an additional 16,754 shares during the quarter. SPDR S&P Dividend ETF comprises 3.1% of Regent Peak Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest position. Regent Peak Wealth Advisors LLC owned about 0.07% of SPDR S&P Dividend ETF worth $13,871,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Choreo LLC boosted its holdings in shares of SPDR S&P Dividend ETF by 6.7% in the second quarter. Choreo LLC now owns 20,387 shares of the company’s stock worth $2,568,000 after acquiring an additional 1,276 shares during the period. Key Client Fiduciary Advisors LLC lifted its holdings in SPDR S&P Dividend ETF by 3.7% during the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 2,720 shares of the company’s stock worth $386,000 after purchasing an additional 98 shares in the last quarter. Franklin Resources Inc. boosted its stake in SPDR S&P Dividend ETF by 2.2% in the 3rd quarter. Franklin Resources Inc. now owns 57,428 shares of the company’s stock worth $8,189,000 after purchasing an additional 1,222 shares during the period. Retirement Investment Advisors Inc. purchased a new position in SPDR S&P Dividend ETF during the 2nd quarter valued at about $2,198,000. Finally, CX Institutional increased its position in shares of SPDR S&P Dividend ETF by 4.0% during the third quarter. CX Institutional now owns 66,854 shares of the company’s stock valued at $9,496,000 after buying an additional 2,580 shares during the period.

SPDR S&P Dividend ETF Trading Up 0.4 %

Shares of SDY stock traded up $0.53 during trading hours on Tuesday, reaching $131.27. The stock had a trading volume of 158,815 shares, compared to its average volume of 296,021. The stock’s fifty day simple moving average is $138.25 and its 200 day simple moving average is $136.83. The firm has a market capitalization of $20.77 billion, a PE ratio of 19.72 and a beta of 0.68. SPDR S&P Dividend ETF has a 12 month low of $121.52 and a 12 month high of $144.45.

SPDR S&P Dividend ETF 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.