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 S&P 500 ETF TR (SPY). 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 | REDUCED | 24,407 | -51,086 | -67.7% | 0.79% | $16.9M | $680.06 |
| 2025 Q3 | ADDED | 75,493 | +437 | +0.6% | 2.98% | $51.6M | $662.41 |
| 2025 Q2 | ADDED | 75,056 | +1,154 | +1.6% | 2.98% | $48.2M | $612.65 |
| 2025 Q1 | ADDED | 73,902 | +91 | +0.1% | 3.04% | $41.0M | $553.05 |
| 2024 Q4 | ADDED | 73,811 | +16,799 | +29.5% | 3.34% | $42.8M | $577.70 |
| 2024 Q3 | ADDED | 57,012 | +2,307 | +4.2% | 3.17% | $33.0M | $563.66 |
| 2024 Q2 | INITIATED | 54,705 | — | — | 3.52% | $28.3M | — |
As of 2025 Q4 — sorted by position size