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

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 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 35,217 shares of SPEM stock, worth $1.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

35,217

Previous 30,355 16.02%

Holding current value

$1.44 Million

Previous $1.13 Billion 22.23%

% of portfolio

0.09%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$37.07 - $40.63 $180,234 - $197,543	4,862 Added 16.02%	35,217 $1.39 Billion
Q4 2024 Jan 16, 2025	SELL	$38.37 - $42.82 $544,201 - $607,316	-14,183 Reduced 31.84%	30,355 $1.13 Billion
Q3 2024 Oct 24, 2024	BUY	$36.02 - $41.68 $414,590 - $479,736	11,510 Added 34.85%	44,538 $1.82 Billion
Q2 2024 Jul 12, 2024	SELL	$35.3 - $38.79 $179,500 - $197,247	-5,085 Reduced 13.34%	33,028 $1.27 Billion
Q1 2024 Apr 30, 2024	BUY	$33.69 - $36.47 $1.28 Million - $1.39 Million	38,113 New	38,113 $1.38 Billion

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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