Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in SPDR SER TR (SPYG). 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 | 1,186,882 | +586,645 | +97.7% | 5.98% | $128.3M | $106.70 |
| 2025 Q3 | ADDED | 600,237 | +23,912 | +4.1% | 3.76% | $65.2M | $104.35 |
| 2025 Q2 | ADDED | 576,325 | +38,179 | +7.1% | 3.57% | $57.8M | $95.05 |
| 2025 Q1 | ADDED | 538,146 | +108,656 | +25.3% | 3.28% | $44.1M | $80.02 |
| 2024 Q4 | ADDED | 429,490 | +134,620 | +45.7% | 2.93% | $37.6M | $87.40 |
| 2024 Q3 | ADDED | 294,870 | +43,682 | +17.4% | 2.37% | $24.6M | $82.31 |
| 2024 Q2 | INITIATED | 251,188 | — | — | 2.29% | $18.4M | — |
As of 2025 Q4 — sorted by position size