OWA
ORBA Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,235
| Closed | -$542K | – | 102 |
|
|
2025
Q1 | $542K | Sell |
8,235
-25
| -0.3% | -$1.64K | 0.27% | 63 |
|
|
2024
Q4 | $569K | Buy |
8,260
+135
| +2% | +$9.31K | 0.3% | 57 |
|
|
2024
Q3 | $549K | Sell |
8,125
-23
| -0.3% | -$1.55K | 0.28% | 60 |
|
|
2024
Q2 | $521K | Sell |
8,148
-27
| -0.3% | -$1.73K | 0.27% | 61 |
|
|
2024
Q1 | $503K | Hold |
8,175
| – | – | 0.28% | 56 |
|
|
2023
Q4 | $457K | Buy |
+8,175
| New | +$457K | 0.27% | 54 |
|