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Spdr S&p 500 Etf shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.8k 681.92
2025-09-30 $1.2M 1.8k 666.18
2025-06-30 $1.2M 1.9k 617.85
2024-09-30 $345k 601 573.76

More positions owned by Delta Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors
Alkeon Capital Management
Wolverine Trading

View all funds holding Spdr S&p 500 Etf