ORBA Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
ORBA Wealth Advisors's SPY Position: Q2 2026 in Review
ORBA Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $521K and bringing the position to 6,923 shares worth $5.17M. The position accounts for 4.42% of the portfolio, ranked #3.
ORBA Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8M in Q1 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- ORBA Wealth Advisors held 6,923 shares of State Street SPDR S&P 500 ETF Trust worth $5.17M as of Q2 2026.
- ORBA Wealth Advisors bought 719 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $521K.
- State Street SPDR S&P 500 ETF Trust made up 4.42% of ORBA Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- ORBA Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- ORBA Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $12.8M in Q1 2025.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.