Orba Wealth Advisors, L.L.C. 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 Portfolio stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 63,838 shares of SPMD stock, worth $3.58 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

63,838

Previous 63,875 0.06%

Holding current value

$3.58 Million

Previous $3.49 Billion 0.04%

% of portfolio

1.82%

Previous 1.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$54.13 - $59.56 $2,002 - $2,203	-37 Reduced 0.06%	63,838 $3.49 Billion
Q3 2024 Oct 09, 2024	BUY	$50.29 - $54.92 $111,744 - $122,032	2,222 Added 3.6%	63,875 $3.49 Billion
Q2 2024 Jul 16, 2024	BUY	$49.54 - $53.39 $60,785 - $65,509	1,227 Added 2.03%	61,653 $3.16 Billion
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $168,455 - $190,530	3,572 Added 6.28%	60,426 $3.22 Billion
Q4 2023 Feb 12, 2024	BUY	$40.76 - $49.2 $2.32 Million - $2.8 Million	56,854 New	56,854 $2.77 Billion

Others Institutions Holding SPMD

# of Institutions

713

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

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 Portfolio Transaction History