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 INDEX SHS FDS (SPDW). 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 | 1,046,118 | +253,055 | +31.9% | 2.24% | $48.0M | $44.41 |
| 2025 Q3 | ADDED | 793,063 | +54,274 | +7.3% | 2.00% | $34.6M | $42.03 |
| 2025 Q2 | ADDED | 738,789 | +52,025 | +7.6% | 1.90% | $30.7M | $39.77 |
| 2025 Q1 | ADDED | 686,764 | +112,993 | +19.7% | 1.93% | $26.0M | $35.16 |
| 2024 Q4 | ADDED | 573,771 | +174,113 | +43.6% | 1.52% | $19.5M | $32.96 |
| 2024 Q3 | ADDED | 399,658 | +52,962 | +15.3% | 1.38% | $14.4M | $35.77 |
| 2024 Q2 | INITIATED | 346,696 | — | — | 1.45% | $11.7M | — |
As of 2025 Q4 — sorted by position size