ETF Holders

Orange Investment Advisors, Inc. ETF holdings

Goshen, NY

Reported $212.6M in 29 ETFs in its Form 13F for June 30, 2026.

ETF value
$212.6M
ETFs held
29
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
25.8%
of $823.0M

Top 10 of 29 ETF holdings

TickerFundValueSharesChange
SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF$44.8M1,339,605+28,011 shares
SPSBState Street SPDR Portfolio Short Term Corporate Bond Index ETF$35.4M1,180,398+16,669 shares
XLKState Street Technology Select Sector SPDR ETF$34.9M183,366−5,342 shares
SPYState Street SPDR S&P 500 ETF Trust$13.3M17,847−196 shares
XLFState Street Financial Select Sector SPDR ETF$10.5M196,199+103 shares
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF$8.8M153,397+49 shares
FLOTiShares Floating Rate Bond ETF$8.8M172,579−777 shares
XLYState Street Consumer Discretionary Select Sector SPDR ETF$8.2M70,000+11 shares
XLVState Street Health Care Select Sector SPDR ETF$8.0M50,164−234 shares
XLCState Street Communication Services Select Sector SPDR ETF$7.6M70,666+2,839 shares
19 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000943442. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Orange Investment Advisors, Inc. own?

Orange Investment Advisors, Inc. reported 29 ETF positions worth $212.6M in its Form 13F for June 30, 2026. The largest was SPIB, at $44.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.