Advertisement
Screener

Orange Investment Advisors, Inc. Last Quarter Change: USA ETF, Sold Out

Orange Investment Advisors, Inc. quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Orange Investment Advisors, Inc. opened 18 positions, added to 4, reduced 7, sold out of 18 and left 1 unchanged. The largest increase in value was SPIB (+$44,823,184); the largest decrease was SPIB (-$43,990,863).

  • SPIB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 1,311,594; Shares 2026-06-30 0.
  • SPSB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 1,163,729; Shares 2026-06-30 0.
  • XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 188,708; Shares 2026-06-30 0.
  • XLF: Country of operation —; Class STATE STREET FIN; Shares 2026-03-31 196,096; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 943442): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SPIB
SPDR SERIES TRUST
STATE STREET SPD1,311,5940-1,311,594$43,990,863$0-$43,990,863
SPSB
SPDR SERIES TRUST
STATE STREET SPD1,163,7290-1,163,729$34,993,332$0-$34,993,332
XLK
SELECT SECTOR SPDR TR
STATE STREET TEC188,7080-188,708$25,079,294$0-$25,079,294
XLF
SELECT SECTOR SPDR TR
STATE STREET FIN196,0960-196,096$9,681,265$0-$9,681,265
XLY
SELECT SECTOR SPDR TR
STATE STREET CON69,9890-69,989$7,627,402$0-$7,627,402
XLC
SELECT SECTOR SPDR TR
STATE STREET COM67,8270-67,827$7,519,294$0-$7,519,294
SPSM
SPDR SERIES TRUST
STATE STREET SPD153,3480-153,348$7,409,770$0-$7,409,770
XLV
SELECT SECTOR SPDR TR
STATE STREET HEA50,3980-50,398$7,388,850$0-$7,388,850
SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD93,5470-93,547$7,160,088$0-$7,160,088
XLI
SELECT SECTOR SPDR TR
STATE STREET IND38,7790-38,779$6,271,727$0-$6,271,727
XLP
SELECT SECTOR SPDR TR
STATE STREET CON50,6760-50,676$4,154,423$0-$4,154,423
XLE
SELECT SECTOR SPDR TR
STATE STREET ENE53,0000-53,000$3,246,780$0-$3,246,780
SPMD
SPDR SERIES TRUST
STATE STREET SPD33,5150-33,515$1,984,756$0-$1,984,756
XLU
SELECT SECTOR SPDR TR
STATE STREET UTI38,3040-38,304$1,757,768$0-$1,757,768
XLRE
SELECT SECTOR SPDR TR
STATE STREET REA35,9940-35,994$1,469,642$0-$1,469,642
XLB
SELECT SECTOR SPDR TR
STATE STREET MAT28,0130-28,013$1,399,805$0-$1,399,805
SPYG
SPDR SERIES TRUST
STATE STREET SPD4,0670-4,067$398,200$0-$398,200
SPYV
SPDR SERIES TRUST
STATE STREET SPD5,4640-5,464$309,153$0-$309,153

Similar Firms

Firm NameCountry13F ValueHoldings
LexAurum Advisors, LLCUnited States$0.771B400
CANYON CAPITAL ADVISORS LLCUnited States$0.772B19
D'Orazio & Associates, Inc.United States$0.772B299
CULBERTSON A N & CO INCUnited States$0.771B132
Pilgrim Global Advisors LLCUnited States$0.772B3
Concord Wealth PartnersUnited States$0.770B207
Wahed Invest LLCUnited States$0.770B225
CRA Financial Services, LLCUnited States$0.770B296
Slow Capital, Inc.United States$0.770B104
Revolve Wealth Partners, LLCUnited States$0.770B230