Diversify Wealth Management, LLC Spdr Portfolio Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,939 shares of SPMD stock, worth $312,925. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,939
Previous 5,919 0.34%
Holding current value
$312,925
Previous $321 Million 7.51%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$50.21 - $57.73 $1,004 - $1,154
20 Added 0.34%
5,939 $297 Million
Q4 2024

Jan 16, 2025
BUY
$54.13 - $59.56 $320,395 - $352,535
5,919 New
5,919 $321 Million

Others Institutions Holding SPMD

# of Institutions
734
Shares Held
215M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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