Orin Green Financial’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 | $207K | Buy |
+1,522
| New | +$207K | 0.09% | 72 |
|
|
2025
Q1 | – | Hold |
0
| – | -$201K | – | 79 |
|
|
2024
Q4 | – | Sell |
-1,522
| Closed | -$216K | – | 73 |
|
|
2024
Q3 | $216K | Buy |
+1,522
| New | +$216K | 0.09% | 75 |
|
|
2024
Q2 | – | Hold |
0
| – | -$212K | – | 79 |
|
|
2024
Q1 | – | Sell |
-1,616
| Closed | -$202K | – | 71 |
|
|
2023
Q4 | $202K | Buy |
+1,616
| New | +$202K | 0.1% | 73 |
|
|
2023
Q2 | – | Sell |
-1,631
| Closed | -$202K | – | 76 |
|
|
2023
Q1 | $202K | Buy |
1,631
+14
| +0.9% | +$1.73K | 0.11% | 64 |
|
|
2022
Q4 | $202K | Buy |
+1,617
| New | +$202K | 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% | -$21.5K | 0.17% | 53 |
|
|
2021
Q3 | $236K | Sell |
2,004
-105
| -5% | -$12.4K | 0.16% | 60 |
|
|
2021
Q2 | $258K | Hold |
2,109
| – | – | 0.18% | 58 |
|
|
2021
Q1 | $249K | Sell |
2,109
-610
| -22% | -$72K | 0.2% | 56 |
|
|
2020
Q4 | $288K | Buy |
+2,719
| New | +$288K | 0.23% | 52 |
|