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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 2025

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 324,699 shares of SPDW stock, worth $14.1 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

324,699

Previous 258,081 25.81%

Holding current value

$14.1 Million

Previous $9.78 Billion 37.83%

% of portfolio

0.52%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.66 - $40.75 $2.18 Million - $2.71 Million	66,618 Added 25.81%	324,699 $13.5 Billion
Q1 2025 May 05, 2025	BUY	$33.84 - $37.77 $1.87 Million - $2.09 Million	55,242 Added 27.23%	258,081 $9.78 Billion
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

1,184

Shares Held

586M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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