ORG Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

ORG Partners’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$37.6K	Hold	270	–	–	0.01%	640
2025 Q3	$37.8K	Hold	270	–	–	0.01%	650
2025 Q2	$37.3K	Hold	270	–	–	0.01%	615
2025 Q1	$36.6K	Sell	270 -4,730	-95%	-$636K	0.01%	555
2024 Q4	$662K	Buy	5,000 +61	+1%	+$8.52K	0.09%	151
2024 Q3	$702K	Sell	4,939 -95	-2%	-$12.8K	0.11%	131
2024 Q2	$634K	Buy	+5,034	New	+$648K	0.08%	211
2024 Q1	–	Sell	-6,068	Closed	-$758K	–	992
2023 Q4	$758K	Buy	6,068 +2,133	+54%	+$250K	0.13%	139
2023 Q3	$453K	Sell	3,935 -2,456	-38%	-$300K	0.13%	170
2023 Q2	$787K	Buy	+6,391	New	+$781K	0.13%	155

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ORG Partners's SDY Position: Q4 2025 in Review

ORG Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2025 at 270 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #640.

ORG Partners first reported a position in SDY in Q2 2023 and has held it in 10 quarters since. The position peaked at $787K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

ORG Partners held 270 shares of State Street SPDR S&P Dividend ETF worth $37.6K as of Q4 2025.
ORG Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2025.
State Street SPDR S&P Dividend ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #640 holding.
ORG Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR S&P Dividend ETF position peaked at $787K in Q2 2023.
1,234 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.