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 156,972 shares of SPDW stock, worth $5.79 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

156,972

Previous 161,001 2.5%

Holding current value

$5.79 Million

Previous $6.05 Billion 11.41%

% of portfolio

2.8%

Previous 3.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$34.13 - $37.35 $137,509 - $150,483	-4,029 Reduced 2.5%	156,972 $5.36 Billion
Q3 2024 Oct 09, 2024	BUY	$33.74 - $37.96 $25,305 - $28,470	750 Added 0.47%	161,001 $6.05 Billion
Q2 2024 Jul 16, 2024	BUY	$34.2 - $36.64 $134,371 - $143,958	3,929 Added 2.51%	160,251 $5.62 Billion
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $3,120 - $3,410	-95 Reduced 0.06%	156,322 $5.6 Billion
Q4 2023 Feb 12, 2024	BUY	$29.46 - $34.07 $4.61 Million - $5.33 Million	156,417 New	156,417 $5.32 Billion

Others Institutions Holding SPDW

# of Institutions

1,039

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

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