ORG Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3K | Hold |
270
| – | – | 0.01% | 615 |
|
|
2025
Q1 | $36.6K | Sell |
270
-4,730
| -95% | -$641K | 0.01% | 555 |
|
|
2024
Q4 | $662K | Buy |
5,000
+61
| +1% | +$8.07K | 0.09% | 151 |
|
|
2024
Q3 | $702K | Sell |
4,939
-95
| -2% | -$13.5K | 0.11% | 131 |
|
|
2024
Q2 | $634K | Buy |
+5,034
| New | +$634K | 0.08% | 211 |
|
|
2024
Q1 | – | Sell |
-6,068
| Closed | -$758K | – | 1006 |
|
|
2023
Q4 | $758K | Buy |
6,068
+2,133
| +54% | +$267K | 0.13% | 139 |
|
|
2023
Q3 | $453K | Sell |
3,935
-2,456
| -38% | -$282K | 0.13% | 170 |
|
|
2023
Q2 | $787K | Buy |
+6,391
| New | +$787K | 0.13% | 155 |
|