Ownership history in Diversify Advisory Services, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 501,205 | +49,195 | +10.9% | 0.92% | $29.2M | $56.81 |
| 2025 Q3 | ADDED | 452,010 | +66,016 | +17.1% | 0.85% | $25.3M | $55.03 |
| 2025 Q2 | ADDED | 385,994 | +87,319 | +29.2% | 0.79% | $20.7M | $51.81 |
| 2025 Q1 | ADDED | 298,675 | +79,591 | +36.3% | 0.92% | $14.7M | $50.30 |
| 2024 Q4 | REDUCED | 219,084 | -458 | -0.2% | 0.61% | $11.0M | $50.19 |
| 2024 Q3 | ADDED | 219,542 | +25,003 | +12.9% | 0.63% | $11.7M | $51.53 |
| 2024 Q2 | REDUCED | 194,539 | -175,370 | -47.4% | 0.52% | $9.5M | $47.27 |
| 2024 Q1 | INITIATED | 369,909 | — | — | 1.08% | $18.4M | — |
As of 2025 Q4 — sorted by position size