Creative Planning raised its holdings in shares of Health Care SPDR (NYSEARCA:XLV) by 12.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 58,081 shares of the exchange traded fund’s stock after buying an additional 6,654 shares during the quarter. Creative Planning’s holdings in Health Care SPDR were worth $4,802,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also bought and sold shares of the stock. Valeo Financial Advisors LLC bought a new stake in Health Care SPDR during the third quarter worth about $139,000. FNY Managed Accounts LLC bought a new stake in Health Care SPDR during the third quarter worth about $156,000. San Francisco Sentry Investment Group CA lifted its stake in Health Care SPDR by 124.8% during the third quarter. San Francisco Sentry Investment Group CA now owns 2,360 shares of the exchange traded fund’s stock worth $193,000 after purchasing an additional 1,310 shares during the last quarter. West Coast Financial LLC bought a new stake in Health Care SPDR during the third quarter worth about $201,000. Finally, Accuvest Global Advisors bought a new stake in Health Care SPDR during the third quarter worth about $208,000.
Shares of Health Care SPDR (NYSEARCA XLV) opened at $88.44 on Friday. Health Care SPDR has a 52 week low of $68.75 and a 52 week high of $88.47. The stock has a market capitalization of $17,800.00 and a PE ratio of 6.85.
The company also recently declared a quarterly dividend, which was paid on Tuesday, December 26th. Shareholders of record on Monday, December 18th were paid a dividend of $0.3306 per share. The ex-dividend date was Friday, December 15th. This represents a $1.32 annualized dividend and a yield of 1.50%. This is a positive change from Health Care SPDR’s previous quarterly dividend of $0.30. Health Care SPDR’s payout ratio is 9.44%.
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Health Care SPDR Company Profile
Health Care Select Sector SPDR Fund (the Fund) seeks to closely match the returns and characteristics of the S&P Health Care Select Sector Index (the Index). The companies included in the Index are selected on the basis of general industry classification from a universe of companies defined by the Standard & Poor’s 500 Composite Stock Index (S&P 500).
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