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SPDR S&P Dividend ETFSPDR S&P Dividend ETFSPDR S&P Dividend ETF

SPDR S&P Dividend ETF

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Overview
Analysis Holdings News Ideas Discussions Technicals Seasonals Options

SDY chart


Full chart

Key stats


Assets under management (AUM)
‪19.34 B‬ USD
Fund flows (1Y)
‪−1.35 B‬ USD
Dividend yield (indicated)
2.69%
Discount/Premium to NAV
−0.04%
Shares outstanding
‪148.05 M‬
Expense ratio
0.35%

About SPDR S&P Dividend ETF


Issuer
State Street Corporation
Brand
SPDR
Home page
us.spdrs.com
Inception date
Nov 8, 2005
Structure
Open-Ended Fund
Index tracked
S&P High Yield Dividend Aristocrats
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
SDY takes dividend sustainability screens to an extreme level, only holding firms that have increased dividends for the past 20 years. The highest yielding firms are then weighted by dividend yield. The resulting portfolio often has a lower portfolio yield than our high-yield benchmark and leans toward midcaps. Sector exposures vary widely in the high dividend space, SDY generally skimps on tech firms given that few can meet its 20-year screen. Like our benchmark, SDY includes REITs, contributing to the financial sector allocation. Within the high dividend space, SDY boosts a long track record.

Classification


Asset Class
Equity
Category
High dividend yield
Focus
High dividend yield
Niche
Broad-based
Strategy
Dividends
Geography
U.S.
Weighting scheme
Dividends
Selection criteria
Dividends

SDY analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Utilities
Finance
Consumer Non-Durables
Stock breakdown by region
96%3%
Top 10 holdings

SDY news



Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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