OWA
ORBA Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
115,468
-46,939
| -29% | -$1.9M | 4.26% | 4 |
|
|
2025
Q1 | $5.91M | Buy |
162,407
+5,435
| +3% | +$198K | 2.98% | 7 |
|
|
2024
Q4 | $5.36M | Sell |
156,972
-4,029
| -3% | -$138K | 2.8% | 8 |
|
|
2024
Q3 | $6.05M | Buy |
161,001
+750
| +0.5% | +$28.2K | 3.06% | 8 |
|
|
2024
Q2 | $5.62M | Buy |
160,251
+3,929
| +3% | +$138K | 2.91% | 10 |
|
|
2024
Q1 | $5.6M | Sell |
156,322
-95
| -0.1% | -$3.41K | 3.1% | 8 |
|
|
2023
Q4 | $5.32M | Buy |
+156,417
| New | +$5.32M | 3.19% | 8 |
|