Delta Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History

Delta Wealth Advisors LLC

  • $119 Billion
  • Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 20,355 shares of SPSM stock, worth $906,408. This represents 0.73% of its overall portfolio holdings.

Number of Shares
20,355
Previous 17,314 17.56%
Holding current value
$906,408
Previous $706 Million 22.87%
% of portfolio
0.73%
Previous 0.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 10, 2025
BUY
$35.35 - $42.68 $107,499 - $129,789
3,041 Added 17.56%
20,355 $867 Million
Q1 2025

Oct 10, 2025
BUY
$40.03 - $46.81 $40,110 - $46,903
1,002 Added 6.14%
17,314 $706 Million
Q4 2024

Oct 10, 2025
SELL
$44.33 - $49.55 $18,973 - $21,207
-428 Reduced 2.56%
16,312 $733 Million
Q3 2024

Oct 10, 2025
SELL
$41.02 - $46.01 $25,760 - $28,894
-628 Reduced 3.62%
16,740 $762 Million
Q2 2024

Oct 10, 2025
SELL
$39.75 - $43.15 $18,324 - $19,892
-461 Reduced 2.59%
17,368 $721 Million
Q1 2024

Oct 10, 2025
BUY
$39.85 - $43.04 $710,485 - $767,360
17,829 New
17,829 $767 Million

Others Institutions Holding SPSM

# of Institutions
971
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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