Delta Wealth Advisors LLC Spdr Portfolio Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 22,584 shares of SPMD stock, worth $1.25 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

22,584

Previous 22,543 0.18%

Holding current value

$1.25 Million

Previous $1.15 Billion 6.45%

% of portfolio

1.03%

Previous 1.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	BUY	$44.89 - $54.38 $1,840 - $2,229	41 Added 0.18%	22,584 $1.23 Billion
Q1 2025 Oct 10, 2025	BUY	$50.21 - $57.73 $181,358 - $208,520	3,612 Added 19.08%	22,543 $1.15 Billion
Q4 2024 Oct 10, 2025	SELL	$54.13 - $59.56 $25,982 - $28,588	-480 Reduced 2.47%	18,931 $1.04 Billion
Q3 2024 Oct 10, 2025	BUY	$50.29 - $54.92 $2,363 - $2,581	47 Added 0.24%	19,411 $1.06 Billion
Q2 2024 Oct 10, 2025	SELL	$49.54 - $53.39 $71,684 - $77,255	-1,447 Reduced 6.95%	19,364 $993 Million
Q1 2024 Oct 10, 2025	BUY	$47.16 - $53.34 $981,446 - $1.11 Million	20,811 New	20,811 $1.11 Billion

Others Institutions Holding SPMD

# of Institutions

783

Shares Held

224M

Call Options Held

11.2K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Delta Wealth Advisors LLC Spdr Portfolio Transaction History