ORBA Wealth Advisors, L.L.C. SPDW Holdings History
ORBA Wealth Advisors, L.L.C.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 162,407.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $5.91 Mil. This investment constitutes 2.98% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0.02% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 3 purchases of SPDW, at an average price of $31.99, for a total of 166,531.00 shares. In addition, there have been 2 sales at an average price of $35.75 for 4,124.00 shares. Based on historical transaction data and SPDW's current price of $40.64, ORBA Wealth Advisors, L.L.C.'s estimated gain on his SPDW holdings is $1.42 Mil, reflecting a 26.65% gain to date.
ORBA Wealth Advisors, L.L.C. SPDW ($40.64) Holding Chart
ORBA Wealth Advisors, L.L.C. SPDW ($40.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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