Delta Wealth Advisors LLC’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
2025
Q1
$1.15M Buy
2024
Q4
$1.04M Sell
2024
Q3
$1.06M Buy
2024
Q2
$993K Sell
2024
Q1
$1.11M Buy