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SDYSDY
24 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in SPDR S&P DIVIDEND ETF ETF

Orion Porfolio Solutions, LLC holds 153,614 shares of SDY (SPDR S&P DIVIDEND ETF ETF), worth $23.4M as of 2026-Q2. The position was increased (+1.8% shares). SDY represents 0.2% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$23.4M

Current Shares

153,614

Total Value Change

+$2.2M

Total Shares Change

-75,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,614
+1.8%
$23.4M0.2%$152.18
35
2026-Q1
Decreased
150,882
-15.6%
$22M0.2%$154.56
0
2025-Q4
Decreased
178,845
-8.8%
$24.9M0.2%$140.12
0
2025-Q3
Decreased
196,119
-4.4%
$27.5M0.2%$138.29
0
2025-Q2
Decreased
205,196
-0.2%
$27.9M0.2%$133.44
0
2025-Q1
Increased
205,607
+1.9%
$27.9M0.3%$131.57
35
2024-Q4
Decreased
201,857
-10.3%
$26.7M0.3%$128.20
0
2024-Q3
Decreased
225,031
-11.6%
$32M0.3%$136.90
0
2024-Q2
Decreased
254,505
-9.9%
$32.4M0.3%$122.20
0
2024-Q1
Decreased
282,470
-6.8%
$37.1M0.4%$125.26
0
2023-Q4
Decreased
303,209
-13.7%
$37.9M0.4%$118.61
0
2023-Q3
Decreased
351,147
-1.3%
$40.4M0.5%$108.31
0
2023-Q2
Decreased
355,917
-4.9%
$43.6M0.5%$114.10
0
2023-Q1
Increased
374,146
+4.5%
$46.3M0.6%$113.39
43
2022-Q4
Decreased
357,855
-1.3%
$44.8M0.9%$115.60
0
2022-Q3
Decreased
362,665
-0.7%
$40.4M0.8%$103.64
0
2022-Q2
Decreased
365,386
-2.6%
$43.4M0.8%$108.63
0
2022-Q1
Decreased
375,206
-1.6%
$48.1M0.7%$117.33
0
2021-Q4
Increased
381,174
+2.4%
$49.2M0.7%$115.97
42
2021-Q3
Unchanged
372,294
0.0%
$45.5M0.7%$106.84
0
2021-Q2
Increased
372,294
+1.4%
$45.5M0.6%$108.25
42
2021-Q1
Increased
367,141
+569.9%
$43.3M0.7%$105.35
66
2020-Q4
Decreased
54,806
-76.1%
$5.8M0.1%$92.82
0
2020-Q3
New
229,397
-
$21.2M0.4%$80.13
47

Other major holders of SDY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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