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

Orba Wealth Advisors, L.L.C.

  • $193 Billion
  • Q2 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 160,251 shares of SPDW stock, worth $5.9 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
160,251
Previous 156,322 2.51%
Holding current value
$5.9 Million
Previous $5.6 Billion 0.34%
% of portfolio
2.91%
Previous 3.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
932
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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