Diversify Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 75,056 shares of SPY stock, worth $50.2 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
75,056
Previous 73,902 1.56%
Holding current value
$50.2 Million
Previous $41 Billion 17.75%
% of portfolio
2.98%
Previous 3.04%

Shares

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

Aug 14, 2025
BUY
$496.48 - $617.85 $572,937 - $712,998
1,154 Added 1.56%
75,056 $48.2 Billion
Q1 2025

Apr 30, 2025
BUY
$551.42 - $612.93 $50,179 - $55,776
91 Added 0.12%
73,902 $41 Billion
Q4 2024

Jan 16, 2025
BUY
$567.81 - $607.81 $9.54 Million - $10.2 Million
16,799 Added 29.47%
73,811 $42.8 Billion
Q3 2024

Oct 25, 2024
BUY
$517.38 - $573.86 $1.19 Million - $1.32 Million
2,307 Added 4.22%
57,012 $33 Billion
Q2 2024

Aug 08, 2024
BUY
$495.16 - $548.49 $27.1 Million - $30 Million
54,705 New
54,705 $28.3 Billion

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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