OWA
ORBA Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
35,142
-51,899
| -60% | -$2.82M | 1.74% | 21 |
|
|
2025
Q1 | $4.45M | Buy |
87,041
+23,203
| +36% | +$1.19M | 2.25% | 15 |
|
|
2024
Q4 | $3.49M | Sell |
63,838
-37
| -0.1% | -$2.02K | 1.82% | 20 |
|
|
2024
Q3 | $3.49M | Buy |
63,875
+2,222
| +4% | +$122K | 1.77% | 19 |
|
|
2024
Q2 | $3.16M | Buy |
61,653
+1,227
| +2% | +$62.9K | 1.64% | 22 |
|
|
2024
Q1 | $3.22M | Buy |
60,426
+3,572
| +6% | +$191K | 1.78% | 21 |
|
|
2023
Q4 | $2.77M | Buy |
+56,854
| New | +$2.77M | 1.66% | 21 |
|