SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Sold by Transform Wealth LLC

Transform Wealth LLC decreased its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 14.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,559 shares of the company’s stock after selling 1,257 shares during the quarter. Transform Wealth LLC’s holdings in SPDR S&P Dividend ETF were worth $999,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Joel Isaacson & Co. LLC increased its holdings in shares of SPDR S&P Dividend ETF by 1.2% in the third quarter. Joel Isaacson & Co. LLC now owns 2,461,997 shares of the company’s stock valued at $349,702,000 after purchasing an additional 30,381 shares during the period. International Assets Investment Management LLC grew its position in SPDR S&P Dividend ETF by 13,497.7% in the 3rd quarter. International Assets Investment Management LLC now owns 1,174,296 shares of the company’s stock valued at $166,797,000 after buying an additional 1,165,660 shares during the last quarter. JPMorgan Chase & Co. increased its stake in SPDR S&P Dividend ETF by 13.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,036,050 shares of the company’s stock valued at $147,161,000 after buying an additional 122,858 shares during the period. Destination Wealth Management raised its position in SPDR S&P Dividend ETF by 0.3% during the 3rd quarter. Destination Wealth Management now owns 700,423 shares of the company’s stock worth $99,488,000 after buying an additional 2,366 shares during the last quarter. Finally, Creative Planning lifted its stake in shares of SPDR S&P Dividend ETF by 1.1% in the 2nd quarter. Creative Planning now owns 461,739 shares of the company’s stock worth $58,724,000 after acquiring an additional 4,963 shares during the period.

SPDR S&P Dividend ETF Stock Up 0.9 %

Shares of NYSEARCA:SDY opened at $134.93 on Wednesday. SPDR S&P Dividend ETF has a fifty-two week low of $121.52 and a fifty-two week high of $144.45. The firm’s 50-day simple moving average is $136.60 and its 200-day simple moving average is $137.13. The company has a market cap of $21.35 billion, a price-to-earnings ratio of 19.72 and a beta of 0.68.

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.