Orba Wealth Advisors, L.L.C. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 96,234 shares of SPEM stock, worth $3.77 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

96,234

Previous 95,176 1.11%

Holding current value

$3.77 Million

Previous $3.93 Billion 6.01%

% of portfolio

1.93%

Previous 1.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$38.37 - $42.82 $40,595 - $45,303	1,058 Added 1.11%	96,234 $3.69 Billion
Q3 2024 Oct 09, 2024	SELL	$36.02 - $41.68 $5,403 - $6,252	-150 Reduced 0.16%	95,176 $3.93 Billion
Q2 2024 Jul 16, 2024	BUY	$35.3 - $38.79 $136,046 - $149,496	3,854 Added 4.21%	95,326 $3.59 Billion
Q1 2024 Apr 30, 2024	BUY	$33.69 - $36.47 $27,962 - $30,270	830 Added 0.92%	91,472 $3.31 Billion
Q4 2023 Feb 12, 2024	BUY	$32.26 - $35.46 $2.92 Million - $3.21 Million	90,642 New	90,642 $3.21 Billion

Others Institutions Holding SPEM

# of Institutions

838

Shares Held

198M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

Orba Wealth Advisors, L.L.C. Spdr Ser Tr Fds Spdr Portfolio Transaction History