Spdr S&p 500 Etf shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 12k | 666.18 |
| 2025-06-30 | $7.3M | 12k | 617.83 |
| 2025-03-31 | $13M | 23k | 559.40 |
| 2024-12-31 | $11M | 19k | 586.07 |
| 2024-09-30 | $11M | 19k | 573.75 |
| 2024-06-30 | $10M | 19k | 544.21 |
| 2024-03-31 | $7.9M | 15k | 523.07 |
| 2023-12-31 | $5.6M | 12k | 475.31 |