Values Added Financial LLC Invests $438,000 in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Values Added Financial LLC acquired a new stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,312 shares of the company’s stock, valued at approximately $438,000.

Other institutional investors have also bought and sold shares of the company. Avion Wealth boosted its stake in SPDR S&P Dividend ETF by 164.5% during the fourth quarter. Avion Wealth now owns 201 shares of the company’s stock valued at $26,000 after buying an additional 125 shares in the last quarter. Capital Performance Advisors LLP bought a new position in shares of SPDR S&P Dividend ETF during the 3rd quarter valued at about $31,000. JNBA Financial Advisors acquired a new position in shares of SPDR S&P Dividend ETF in the 3rd quarter worth approximately $32,000. Assetmark Inc. raised its holdings in shares of SPDR S&P Dividend ETF by 192.0% in the 3rd quarter. Assetmark Inc. now owns 254 shares of the company’s stock worth $36,000 after purchasing an additional 167 shares in the last quarter. Finally, Strategic Investment Solutions Inc. IL lifted its stake in SPDR S&P Dividend ETF by 113.8% during the third quarter. Strategic Investment Solutions Inc. IL now owns 263 shares of the company’s stock valued at $37,000 after purchasing an additional 140 shares during the last quarter.

SPDR S&P Dividend ETF Stock Performance

SPDR S&P Dividend ETF stock opened at $134.88 on Friday. The firm has a market cap of $21.34 billion, a price-to-earnings ratio of 19.72 and a beta of 0.68. The firm’s 50 day moving average price is $134.01 and its two-hundred day moving average price is $137.51. SPDR S&P Dividend ETF has a 1 year low of $122.20 and a 1 year high of $144.45.

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.