Delta Wealth Advisors LLC’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
2025
Q1
$706K Buy
2024
Q4
$733K Sell
2024
Q3
$762K Sell
2024
Q2
$721K Sell
2024
Q1
$767K Buy