SPDR S&P Dividend ETFSDY
SDY
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
537% more capital invested
Capital invested by funds: $9.3B [Q3] → $59.2B (+$49.9B) [Q4]
59% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 85
15% more call options, than puts
Call options by funds: $5.52M | Put options by funds: $4.82M
2% more funds holding
Funds holding: 1,140 [Q3] → 1,160 (+20) [Q4]
0.09% more ownership
Funds ownership: 43.09% [Q3] → 43.18% (+0.09%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 381
12% less funds holding in top 10
Funds holding in top 10: 42 [Q3] → 37 (-5) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SDY.
Financial journalist opinion
Based on 3 articles about SDY published over the past 30 days
Positive
24/7 Wall Street
1 week ago
DIA vs. SDY: Which State Street ETF Is the Better Dividend Stock?
Dividend stocks are a very popular choice for investors.
Positive
Invezz
3 weeks ago
Are dividend aristocrat ETFs like NOBL and SDY good buys?
Dividend aristocrats are popular names among income investors because of their long track record of growing their income and the fact that most of them are blue-chip names with a commanding market share in their industries.
Positive
ETF Trends
3 weeks ago
What's Now Inside Your Dividend ETF
Doing anything consistently for 20 or more consecutive years is hard to imagine. Yet, 69 companies in the S&P 500 Index and 149 companies in the S&P 1500 indexes have a two-decades long ongoing streak for hiking their dividends annually.
Neutral
Zacks Investment Research
1 month ago
Forget Fed, Trump, Geopolitics: 5 ETFs to Love Forever
In the ever-changing world of investing, market volatility can be as constant as change itself. These ETFs may keep your portfolio stable.
Negative
Seeking Alpha
1 month ago
International Dividend Stocks Lag
It's been three months since the Presidential election, and in that time the S&P 500 has returned a solid 6.59%. US dividend-focused ETFs have likewise lagged the broad market to a degree, but they are still handily outperforming their international peers. The recent underperformance of international stocks relative to the US is nothing new and consistent with longer term trends.
Neutral
Seeking Alpha
1 month ago
SDY: Poor Performance And Low Yield Make Alternatives More Appealing
SDY tracks the S&P High Yield Dividend Aristocrats index, focusing on stocks with over 20 years of consecutive dividend increases and high dividend yields. Despite its diversified holdings and defensive tilt, SDY's high expense ratio and poor recent performance make it less attractive compared to alternatives like SCHD and VYM. SDY's dividend yield and growth are among the lowest, with a negative growth rate over the past three years, further diminishing its appeal.
Neutral
Zacks Investment Research
1 month ago
Should SPDR S&P Dividend ETF (SDY) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the SPDR S&P Dividend ETF (SDY) is a passively managed exchange traded fund launched on 11/08/2005.
Positive
Seeking Alpha
1 month ago
SDY: A Reliable Dividend Income Fund With Trade-Offs In Growth
SDY focuses on dividend growth stocks with 20+ years of consecutive dividend increases, offering a 2.5% yield but has a high expense ratio of 0.35%. The fund's high exposure to defensive sectors provides stability, but its significant allocation to mid-cap stocks introduces higher volatility during economic downturns. Limited exposure to the technology sector constrains SDY's growth potential, making it less suitable for investors seeking both dividend growth and capital appreciation.
Positive
Invezz
1 month ago
Retire rich with these blue-chip dividend ETFs
Exchange-Traded Funds (ETFs) offer the best approach for investors to allocate cash and generate strong returns over time. They are often better than stocks because of their diversification.
Neutral
Seeking Alpha
1 month ago
SDY: Why You Should Avoid These High Yield Dividend Aristocrats
SDY selects S&P Composite 1500 Index stocks with 20+ years of consecutive dividend growth. Its expense ratio is 0.35%, and the ETF has amassed an impressive $20 billion in assets. Despite its popularity, SDY is a poor choice for dividend investors. Its 2.51% expected dividend yield is mediocre, and downside risk protection appears to be its only redeeming feature. Instead, I'll demonstrate SDY's quality features are relatively poor. ETFs like VSDA and DGRO also feature similar yields and better combinations of quality, value, and growth.
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