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

ORG Wealth 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
2026 Q2	$534K	Sell	3,498 -81	-2%	-$12.1K	0.08%	141
2026 Q1	$522K	Sell	3,579 -129	-3%	-$19.2K	0.1%	126
2025 Q4	$517K	Buy	3,708 +63	+2%	+$8.77K	0.12%	121
2025 Q3	$512K	Buy	3,645 +4	+0.1%	+$558	0.11%	124
2025 Q2	$504K	Sell	3,641 -10	-0.3%	-$1.33K	0.12%	115
2025 Q1	$496K	Buy	3,651 +3,546	+3,377%	+$477K	0.15%	114
2024 Q4	$13.9K	Hold	105	–	–	﹤0.01%	361
2024 Q3	$14.9K	Buy	+105	New	+$14.2K	0.01%	350

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Wealth Partners's SDY Position: Q2 2026 in Review

ORG Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.3% in Q2 2026, selling an estimated $12.1K and leaving 3,498 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #141.

ORG Wealth Partners first reported a position in SDY in Q3 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

ORG Wealth Partners held 3,498 shares of State Street SPDR S&P Dividend ETF worth $534K as of Q2 2026.
ORG Wealth Partners sold 81 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $12.1K.
State Street SPDR S&P Dividend ETF made up 0.08% of ORG Wealth Partners's portfolio in Q2 2026, its #141 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.