Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 686,764 shares of SPDW stock, worth $27.3 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

686,764

Previous 573,771 19.69%

Holding current value

$27.3 Million

Previous $19.5 Billion 33.74%

% of portfolio

1.93%

Previous 1.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$33.84 - $37.77 $3.82 Million - $4.27 Million	112,993 Added 19.69%	686,764 $26 Billion
Q4 2024 Jan 16, 2025	BUY	$34.13 - $37.35 $5.94 Million - $6.5 Million	174,113 Added 43.57%	573,771 $19.5 Billion
Q3 2024 Oct 25, 2024	BUY	$33.74 - $37.96 $1.79 Million - $2.01 Million	52,962 Added 15.28%	399,658 $14.4 Billion
Q2 2024 Aug 08, 2024	BUY	$34.2 - $36.64 $11.9 Million - $12.7 Million	346,696 New	346,696 $11.7 Billion

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History