Orba Wealth Advisors, L.L.C. 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 Portfolio stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 87,041 shares of SPMD stock, worth $4.91 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

87,041

Previous 63,838 36.35%

Holding current value

$4.91 Million

Previous $3.49 Billion 27.59%

% of portfolio

2.25%

Previous 1.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$50.21 - $57.73 $1.17 Million - $1.34 Million	23,203 Added 36.35%	87,041 $4.45 Billion
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

751

Shares Held

216M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Orba Wealth Advisors, L.L.C. Spdr Portfolio Transaction History