Diversify Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 202,839 shares of SPDW stock, worth $7.17 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
202,839
Previous 243,443 16.68%
Holding current value
$7.17 Million
Previous $8.84 Billion 22.18%
% of portfolio
0.38%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$34.13 - $37.35 $1.39 Million - $1.52 Million
-40,604 Reduced 16.68%
202,839 $6.88 Billion
Q3 2024

Oct 24, 2024
SELL
$33.74 - $37.96 $598,446 - $673,296
-17,737 Reduced 6.79%
243,443 $8.84 Billion
Q2 2024

Jul 12, 2024
SELL
$34.2 - $36.64 $5.97 Million - $6.39 Million
-174,439 Reduced 40.04%
261,180 $9.3 Billion
Q1 2024

Apr 30, 2024
BUY
$32.85 - $35.9 $14.3 Million - $15.6 Million
435,619 New
435,619 $15.5 Billion

Others Institutions Holding SPDW

# of Institutions
958
Shares Held
489M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email