Delta Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 117,593 shares of SPEM stock, worth $5.52 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares

117,593

Previous 120,097 2.08%

Holding current value

$5.52 Million

Previous $4.73 Billion 6.3%

% of portfolio

4.21%

Previous 4.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	SELL	$34.72 - $42.74 $86,938 - $107,020	-2,504 Reduced 2.08%	117,593 $5.03 Billion
Q1 2025 Oct 10, 2025	BUY	$37.07 - $40.63 $354,759 - $388,829	9,570 Added 8.66%	120,097 $4.73 Billion
Q4 2024 Oct 10, 2025	SELL	$38.37 - $42.82 $280,638 - $313,185	-7,314 Reduced 6.21%	110,527 $4.24 Billion
Q3 2024 Oct 10, 2025	BUY	$36.02 - $41.68 $1.39 Million - $1.6 Million	38,470 Added 48.47%	117,841 $4.86 Billion
Q2 2024 Oct 10, 2025	SELL	$35.3 - $38.79 $141,729 - $155,741	-4,015 Reduced 4.81%	79,371 $2.99 Billion
Q1 2024 Oct 10, 2025	BUY	$33.69 - $36.47 $2.81 Million - $3.04 Million	83,386 New	83,386 $3.02 Billion

Others Institutions Holding SPEM

# of Institutions

959

Shares Held

226M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Delta Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History