Orin Green Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Orin Green Financial’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	–	Sell	-1,522	Closed	-$213K	–	85
2025 Q3	$213K	Hold	1,522	–	–	0.09%	80
2025 Q2	$207K	Buy	+1,522	New	+$202K	0.09%	72
2024 Q4	–	Sell	-1,522	Closed	-$213K	–	73
2024 Q3	$216K	Buy	+1,522	New	+$206K	0.09%	75
2024 Q1	–	Sell	-1,616	Closed	-$203K	–	71
2023 Q4	$202K	Buy	+1,616	New	+$190K	0.1%	73
2023 Q2	–	Sell	-1,631	Closed	-$202K	–	76
2023 Q1	$202K	Buy	1,631 +14	+0.9%	+$1.76K	0.11%	64
2022 Q4	$202K	Buy	+1,617	New	+$200K	0.12%	63
2022 Q2	–	Sell	-1,832	Closed	-$235K	–	68
2022 Q1	$235K	Hold	1,832	–	–	0.15%	61
2021 Q4	$229K	Sell	1,832 -172	-9%	-$21.4K	0.17%	53
2021 Q3	$236K	Sell	2,004 -105	-5%	-$12.9K	0.16%	60
2021 Q2	$258K	Hold	2,109	–	–	0.18%	58
2021 Q1	$249K	Sell	2,109 -610	-22%	-$68.4K	0.2%	56
2020 Q4	$288K	Buy	+2,719	New	+$275K	0.23%	52

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

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

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

JIC

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

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

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

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

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

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

Orin Green Financial's SDY Position: Q4 2025 in Review

Orin Green Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2025, closing a stake of 1,522 shares — an estimated $213K sold.

Orin Green Financial first reported a position in SDY in Q4 2020 and held it in 12 quarters. The position peaked at $288K in Q4 2020. 1,236 funds tracked by Wall St. Rank hold SDY as of Q4 2025.

Orin Green Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2025 after selling out during the quarter.
Orin Green Financial sold 1,522 State Street SPDR S&P Dividend ETF shares in Q4 2025, an estimated $213K.
Orin Green Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 12 quarters.
Orin Green Financial's State Street SPDR S&P Dividend ETF position peaked at $288K in Q4 2020.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2025.

Based on Orin Green Financial's 13F filing for Q4 2025, filed 6 Feb 2026.