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

Delta Wealth Advisors LLC

$119 Billion
Q4 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 214,070 shares of SPDW stock, worth $9.37 Million. This represents 7.96% of its overall portfolio holdings.

Number of Shares

214,070

Previous 164,661 30.01%

Holding current value

$9.37 Million

Previous $7.05 Billion 34.93%

% of portfolio

7.96%

Previous 5.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$42.26 - $44.28 $2.09 Million - $2.19 Million	49,409 Added 30.01%	214,070 $9.51 Billion
Q3 2025 Oct 21, 2025	BUY	$39.8 - $42.86 $248,073 - $267,146	6,233 Added 3.93%	164,661 $7.05 Billion
Q2 2025 Oct 10, 2025	BUY	$32.66 - $40.75 $155,265 - $193,725	4,754 Added 3.09%	158,428 $6.41 Billion
Q1 2025 Oct 10, 2025	BUY	$33.84 - $37.77 $402,696 - $449,463	11,900 Added 8.39%	153,674 $5.6 Billion
Q4 2024 Oct 10, 2025	BUY	$34.13 - $37.35 $76,178 - $83,365	2,232 Added 1.6%	141,774 $4.84 Billion

Q3 2024 Oct 10, 2025	BUY	$33.74 - $37.96 $466,961 - $525,366	13,840 Added 11.01%	139,542 $5.24 Billion
Q2 2024 Oct 10, 2025	BUY	$34.2 - $36.64 $2.09 Million - $2.24 Million	61,123 Added 94.65%	125,702 $4.41 Billion
Q1 2024 Oct 10, 2025	BUY	$32.85 - $35.9 $2.12 Million - $2.32 Million	64,579 New	64,579 $2.31 Billion

Others Institutions Holding SPDW

# of Institutions

1,207

Shares Held

613M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Delta Wealth Advisors LLC with notifications on news.

Account

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