Delap Wealth Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 83,398 shares of SPTM stock, worth $6.77 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
83,398
Previous 83,987 0.7%
Holding current value
$6.77 Million
Previous $6.29 Billion 7.32%
% of portfolio
2.84%
Previous 3.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$74.93 - $80.73 $44,133 - $47,549
-589 Reduced 0.7%
83,398 $6.75 Billion
Q2 2025

Jul 28, 2025
BUY
$60.34 - $74.89 $5.07 Million - $6.29 Million
83,987 New
83,987 $6.29 Billion

Others Institutions Holding SPTM

# of Institutions
759
Shares Held
98.3M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email