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

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

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 73,811 shares of SPY stock, worth $44.4 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
73,811
Previous 57,012 29.47%
Holding current value
$44.4 Million
Previous $33 Billion 30.02%
% of portfolio
3.34%
Previous 3.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,663
Shares Held
579M
Call Options Held
288M
Put Options Held
680M
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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