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GAMMA Investing LLC acquired a new stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 1,468 shares of the company’s stock, valued at approximately $181,000. Other hedge funds and other institutional investors also recently […]
Meritage Portfolio Management boosted its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,361 shares of the company’s stock after buying an additional 280 shares during the quarter. Meritage Portfolio Management’s holdings […]
Meritage Portfolio Management boosted its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,361 shares of the company’s stock after buying an additional 280 shares during the quarter. Meritage Portfolio Management’s holdings […]
Meritage Portfolio Management grew its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 52,490 shares of the company’s stock after acquiring an additional 11,988 shares during the period. Meritage Portfolio Management’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $2,610,000 […]
Concurrent has tapped leaders from Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group to support strategic growth.