Diversify Wealth Management, LLC Spdr Portfolio Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 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 5,961 shares of SPMD stock, worth $343,592. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,961
Previous 5,939 0.37%
Holding current value
$343,592
Previous $297 Million 11.96%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$44.89 - $54.38 $987 - $1,196
22 Added 0.37%
5,961 $333 Million
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
781
Shares Held
224M
Call Options Held
11.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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