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

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 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 108,024 shares of SPEM stock, worth $4.42 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

108,024

Previous 96,234 12.25%

Holding current value

$4.42 Million

Previous $3.69 Billion 15.18%

% of portfolio

2.14%

Previous 1.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$37.07 - $40.63 $437,055 - $479,027	11,790 Added 12.25%	108,024 $4.25 Billion
Q4 2024 Feb 04, 2025	BUY	$38.37 - $42.82 $40,595 - $45,303	1,058 Added 1.11%	96,234 $3.69 Billion
Q3 2024 Oct 09, 2024	SELL	$36.02 - $41.68 $5,403 - $6,252	-150 Reduced 0.16%	95,176 $3.93 Billion
Q2 2024 Jul 16, 2024	BUY	$35.3 - $38.79 $136,046 - $149,496	3,854 Added 4.21%	95,326 $3.59 Billion
Q1 2024 Apr 30, 2024	BUY	$33.69 - $36.47 $27,962 - $30,270	830 Added 0.92%	91,472 $3.31 Billion
Q4 2023 Feb 12, 2024	BUY	$32.26 - $35.46 $2.92 Million - $3.21 Million	90,642 New	90,642 $3.21 Billion

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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