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

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

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 115,468 shares of SPDW stock, worth $4.91 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

115,468

Previous 162,407 28.9%

Holding current value

$4.91 Million

Previous $5.91 Billion 20.94%

% of portfolio

4.26%

Previous 2.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$32.66 - $40.75 $1.53 Million - $1.91 Million	-46,939 Reduced 28.9%	115,468 $4.68 Billion
Q1 2025 Apr 17, 2025	BUY	$33.84 - $37.77 $183,920 - $205,279	5,435 Added 3.46%	162,407 $5.91 Billion
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

1,149

Shares Held

576M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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