Org Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,708 shares of SDY stock, worth $512,519. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,708
Previous 3,645 1.73%
Holding current value
$512,519
Previous $510,000 0.39%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$136.06 - $140.64 $8,571 - $8,860
63 Added 1.73%
3,708 $512,000
Q3 2025

Oct 24, 2025
BUY
$136.48 - $142.97 $545 - $571
4 Added 0.11%
3,645 $510,000
Q2 2025

Jul 16, 2025
SELL
$121.58 - $136.74 $1,215 - $1,367
-10 Reduced 0.27%
3,641 $494,000
Q1 2025

Apr 21, 2025
BUY
$128.74 - $138.67 $456,512 - $491,723
3,546 Added 3377.14%
3,651 $495,000
Q3 2024

Oct 11, 2024
BUY
$125.95 - $142.04 $13,224 - $14,914
105 New
105 $14.9 Million

Others Institutions Holding SDY

# of Institutions
1,354
Shares Held
70.7M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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