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

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 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 793,063 shares of SPDW stock, worth $34.7 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

793,063

Previous 738,789 7.35%

Holding current value

$34.7 Million

Previous $30.7 Billion 12.8%

% of portfolio

2.0%

Previous 1.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$39.8 - $42.86 $2.16 Million - $2.33 Million	54,274 Added 7.35%	793,063 $34.6 Billion
Q2 2025 Aug 14, 2025	BUY	$32.66 - $40.75 $1.7 Million - $2.12 Million	52,025 Added 7.58%	738,789 $30.7 Billion
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

1,194

Shares Held

610M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History