SEC 13F Intelligence

Orba Wealth Advisors, L.L.C. / SPMD

Orba Wealth Advisors, L.L.C.’s Spdr Series Trust Position

Does Orba Wealth Advisors, L.L.C. own Spdr Series Trust (SPMD)? Yes — 26.8K shares worth $2M (+1.89% of its 13F portfolio) as of Q1 2026, down from 29.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
26.8K
% of Portfolio
+1.89%
Quarters Held
10
currently held

Position History SPMD

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.8K$2M+1.89%
Q4 202529.3K$2M+1.48%
Q3 202534.3K$2M+1.62%
Q2 202535.1K$2M+1.74%
Q1 202587.0K$4M+2.25%
Q4 202463.8K$3M+1.82%
Q3 202463.9K$3M+1.77%
Q2 202461.7K$3M+1.64%
Q1 202460.4K$3M+1.78%
Q4 202356.9K$3M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orba Wealth Advisors, L.L.C.’s full portfolio or all institutional holders of SPMD.