Regent Peak Wealth Advisors LLC Has $5.05 Million Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)


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Regent Peak Wealth Advisors LLC boosted its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 6.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 42,752 shares of the company’s stock after acquiring an additional 2,531 shares during the quarter. SPDR S&P Dividend ETF accounts for about 1.7% of Regent Peak Wealth Advisors LLC’s investment portfolio, making the stock its 14th largest holding. Regent Peak Wealth Advisors LLC’s holdings in SPDR S&P Dividend ETF were worth $5,046,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Morgan Stanley boosted its position in SPDR S&P Dividend ETF by 0.5% during the 4th quarter. Morgan Stanley now owns 4,749,826 shares of the company’s stock worth $503,150,000 after acquiring an additional 22,561 shares during the period. Joel Isaacson & Co. LLC boosted its position in SPDR S&P Dividend ETF by 2.9% during the 1st quarter. Joel Isaacson & Co. LLC now owns 1,843,331 shares of the company’s stock worth $217,568,000 after acquiring an additional 52,128 shares during the period. LPL Financial LLC boosted its position in SPDR S&P Dividend ETF by 2.8% during the 4th quarter. LPL Financial LLC now owns 1,627,423 shares of the company’s stock worth $172,393,000 after acquiring an additional 44,482 shares during the period. SG Americas Securities LLC acquired a new stake in shares of SPDR S&P Dividend ETF during the 4th quarter valued at about $155,820,000. Finally, Raymond James Financial Services Advisors Inc. lifted its holdings in shares of SPDR S&P Dividend ETF by 13.8% during the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 1,281,305 shares of the company’s stock valued at $135,729,000 after buying an additional 154,923 shares during the last quarter.

Shares of SPDR S&P Dividend ETF stock traded up $0.69 during trading on Tuesday, hitting $124.91. 62,866 shares of the stock traded hands, compared to its average volume of 567,795. SPDR S&P Dividend ETF has a twelve month low of $78.44 and a twelve month high of $124.91. The company has a fifty day moving average price of $119.80 and a two-hundred day moving average price of $109.53.

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.

Further Reading: The Discount Rate – What You Need to Know

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

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