Orba Wealth Advisors, L.L.C. Spdr S&P 500 ETF Trust 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 S&P 500 ETF Trust stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 19,191 shares of SPY stock, worth $11.5 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

19,191

Previous 19,097 0.49%

Holding current value

$11.5 Million

Previous $11 Billion 2.65%

% of portfolio

5.88%

Previous 5.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$567.81 - $607.81 $53,374 - $57,134	94 Added 0.49%	19,191 $11.2 Billion
Q3 2024 Oct 09, 2024	BUY	$517.38 - $573.86 $266,450 - $295,537	515 Added 2.77%	19,097 $11 Billion
Q2 2024 Jul 16, 2024	BUY	$495.16 - $548.49 $1.7 Million - $1.88 Million	3,429 Added 22.63%	18,582 $10.1 Billion
Q1 2024 Apr 30, 2024	BUY	$467.28 - $523.17 $1.57 Million - $1.75 Million	3,351 Added 28.39%	15,153 $7.93 Billion
Q4 2023 Feb 12, 2024	BUY	$410.68 - $476.69 $4.85 Million - $5.63 Million	11,802 New	11,802 $5.61 Billion

Others Institutions Holding SPY

# of Institutions

4,981

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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 S&P 500 ETF Trust Transaction History