Joel Isaacson & Co. LLC Has $373.52 Million Holdings in SPDR S&P Dividend ETF $SDY

Joel Isaacson & Co. LLC boosted its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY) by 0.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,667,060 shares of the company’s stock after acquiring an additional 22,123 shares during the quarter. SPDR S&P Dividend ETF accounts for 13.5% of Joel Isaacson & Co. LLC’s portfolio, making the stock its biggest holding. Joel Isaacson & Co. LLC owned 1.85% of SPDR S&P Dividend ETF worth $373,522,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of SDY. Rebalance LLC increased its position in shares of SPDR S&P Dividend ETF by 0.7% during the 2nd quarter. Rebalance LLC now owns 11,098 shares of the company’s stock valued at $1,506,000 after purchasing an additional 76 shares during the last quarter. Wealth Advisory Solutions LLC increased its holdings in SPDR S&P Dividend ETF by 3.1% during the second quarter. Wealth Advisory Solutions LLC now owns 2,584 shares of the company’s stock valued at $351,000 after buying an additional 78 shares during the last quarter. KFA Private Wealth Group LLC raised its position in SPDR S&P Dividend ETF by 4.0% in the third quarter. KFA Private Wealth Group LLC now owns 2,016 shares of the company’s stock worth $282,000 after acquiring an additional 78 shares during the period. HTG Investment Advisors Inc. boosted its stake in shares of SPDR S&P Dividend ETF by 2.6% during the 2nd quarter. HTG Investment Advisors Inc. now owns 3,265 shares of the company’s stock worth $443,000 after acquiring an additional 82 shares during the last quarter. Finally, Daymark Wealth Partners LLC boosted its stake in shares of SPDR S&P Dividend ETF by 0.8% during the 2nd quarter. Daymark Wealth Partners LLC now owns 10,987 shares of the company’s stock worth $1,491,000 after acquiring an additional 84 shares during the last quarter. 43.42% of the stock is owned by hedge funds and other institutional investors.

SPDR S&P Dividend ETF Price Performance

NYSEARCA:SDY opened at $145.32 on Wednesday. SPDR S&P Dividend ETF has a one year low of $119.83 and a one year high of $146.92. The business has a fifty day moving average price of $140.67 and a 200-day moving average price of $139.77. The firm has a market capitalization of $20.64 billion, a price-to-earnings ratio of 19.85 and a beta of 0.79.

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