Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π DIVERSIFY WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +7.0% annually on this SPYG position. Timing score: 80% (4/5 decisions correct). Average cost basis: $99.02. Maximum drawdown during holding period: β8.4%.
π₯ Exceptional β beat the S&P 500 by 7.0% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $79.92 (2025 Q1) Β· Worst: $106.56 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π DIVERSIFY WEALTH MANAGEMENT, LLC has been actively increasing its SPYG allocation β a bullish signal from insiders.
Currently 5.98% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size