Summary
SDY Chart
Is State Street SPDR S&P Dividend ETF (SDY) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the State Street SPDR S&P Dividend ETF (SDY) is a smart beta exchange traded fund launched on 11/08/2005.
SDY: Dividend Stocks Are Inexpensive, But Not Compelling
The State Street SPDR S&P Dividend ETF tracks high-yield, 20+ year dividend growers from the S&P Composite 1500, offering sector and single-stock diversification. SDY's historical defensive and outperformance characteristics have eroded; recent data show it no longer offers meaningful downside protection or consistent outperformance versus broader indices. Despite a current IRR estimate of 11.5% and fair-to-undervalued status, SDY's sub-3% yield and lack of unique diversification limit its appeal for income or risk-averse investors.
Should State Street SPDR S&P Dividend ETF (SDY) Be on Your Investing Radar?
Launched on November 8, 2005, the State Street SPDR S&P Dividend ETF (SDY) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
SPDR S&P Dividend ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,307 | $1.29M | $1.59M | $297,945.95 | 23.12% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 171 | $24,289 | $26,337.42 | $2,048.42 | 8.43% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 5,982 | $767,713.24 | $926,611.8 | $158,898.56 | 20.7% |
 Curtis Ellergodt Rothschild Investment LLC | 1,624 | $205,682.13 | $246,912.95 | $41,230.82 | 20.05% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 873,659 | $132.95M | $134.51M | $1.56M | 1.17% |
SPDR S&P Dividend ETF (SDY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has SPDR S&P Dividend ETF ever had a stock split?
SPDR S&P Dividend ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is a financial instrument that seeks to provide investment returns by mimicking the performance of high dividend yielding stocks within the S&P Composite 1500® Index. This Index is a combination of stocks that are notable for their long-standing practice of consistently increasing dividends for at least two decades. The focus of the fund is to commit at a minimum, 80% of its assets, to the securities that form part of the index it tracks, aiming to offer investors a reliable source of dividend income alongside the potential for capital appreciation.
Products and Services
- High Dividend Yield Securities:
This product focuses on investing predominantly in securities that are a part of the index known for their high dividend yield. These are companies within the S&P Composite 1500® Index that have a record of continuously increasing their dividends every year for a minimum of 20 years. This approach is intended for investors seeking steady income through dividends alongside the potential for capital growth.
- Managed-Dividends Policy Investment:
Targeting entities that have not only demonstrated a capacity to pay dividends but have also consistently increased their dividend payouts for at least 20 consecutive years. This product caters to investors who prioritize income stability and growth from companies with sustainable business models and financial health, reflective of their long-term dividend-increasing policies.
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