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

Delta Wealth Advisors LLC

$128 Billion
Q3 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 120,590 shares of SPEM stock, worth $5.72 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares

120,590

Previous 117,593 2.55%

Holding current value

$5.72 Million

Previous $5.03 Billion 12.31%

% of portfolio

4.42%

Previous 4.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$42.67 - $46.91 $127,881 - $140,589	2,997 Added 2.55%	120,590 $5.64 Billion
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

986

Shares Held

241M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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