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 (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 | 1,760,587 | +737,316 | +72.1% | 4.77% | $102.2M | $56.81 |
| 2025 Q3 | ADDED | 1,023,271 | +112,799 | +12.4% | 3.30% | $57.2M | $55.03 |
| 2025 Q2 | ADDED | 910,472 | +99,147 | +12.2% | 3.02% | $48.9M | $51.81 |
| 2025 Q1 | ADDED | 811,325 | +166,904 | +25.9% | 2.96% | $39.9M | $50.30 |
As of 2025 Q4 — sorted by position size