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 538,146 shares of SPYG stock, worth $44.1 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
538,146
Previous 429,490 25.3%
Holding current value
$44.1 Million
Previous $37.6 Billion 17.37%
% of portfolio
3.28%
Previous 2.93%

Shares

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

Apr 30, 2025
BUY
$80.05 - $92.39 $8.7 Million - $10 Million
108,656 Added 25.3%
538,146 $44.1 Billion
Q4 2024

Jan 16, 2025
BUY
$81.74 - $91.38 $11 Million - $12.3 Million
134,620 Added 45.65%
429,490 $37.6 Billion
Q3 2024

Oct 25, 2024
BUY
$73.38 - $84.1 $3.21 Million - $3.67 Million
43,682 Added 17.39%
294,870 $24.6 Billion
Q2 2024

Aug 08, 2024
BUY
$68.71 - $80.95 $17.3 Million - $20.3 Million
251,188 New
251,188 $18.4 Billion

Others Institutions Holding SPYG

# of Institutions
1,220
Shares Held
327M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

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