Whitegate Investment Counselors Inc. Has $7.60 Million Stock Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Whitegate Investment Counselors Inc. raised its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,553 shares of the company’s stock after buying an additional 388 shares during the quarter. SPDR S&P Dividend ETF accounts for about 2.6% of Whitegate Investment Counselors Inc.’s holdings, making the stock its 13th biggest position. Whitegate Investment Counselors Inc.’s holdings in SPDR S&P Dividend ETF were worth $7,603,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in the stock. Roger Wittlin Investment Advisory LLC increased its stake in SPDR S&P Dividend ETF by 0.6% in the 3rd quarter. Roger Wittlin Investment Advisory LLC now owns 13,100 shares of the company’s stock valued at $1,861,000 after buying an additional 73 shares during the period. N.E.W. Advisory Services LLC increased its stake in SPDR S&P Dividend ETF by 1.1% in the 4th quarter. N.E.W. Advisory Services LLC now owns 6,916 shares of the company’s stock valued at $914,000 after buying an additional 76 shares during the period. Avidian Wealth Enterprises LLC increased its stake in SPDR S&P Dividend ETF by 4.9% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 1,617 shares of the company’s stock valued at $214,000 after buying an additional 76 shares during the period. Good Life Advisors LLC increased its stake in SPDR S&P Dividend ETF by 1.4% in the 4th quarter. Good Life Advisors LLC now owns 5,665 shares of the company’s stock valued at $748,000 after buying an additional 79 shares during the period. Finally, Rebalance LLC increased its stake in SPDR S&P Dividend ETF by 0.8% in the 4th quarter. Rebalance LLC now owns 10,955 shares of the company’s stock valued at $1,447,000 after buying an additional 85 shares during the period.

SPDR S&P Dividend ETF Stock Performance

SPDR S&P Dividend ETF stock opened at $133.09 on Friday. The firm has a market cap of $19.91 billion, a PE ratio of 21.48 and a beta of 0.88. The firm’s 50 day moving average price is $134.36 and its two-hundred day moving average price is $137.73. SPDR S&P Dividend ETF has a twelve month low of $124.37 and a twelve 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.