Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 573,771 shares of SPDW stock, worth $20.4 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
573,771
Previous 399,658 43.57%
Holding current value
$20.4 Million
Previous $14.4 Billion 35.42%
% of portfolio
1.52%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$34.13 - $37.35 $5.94 Million - $6.5 Million
174,113 Added 43.57%
573,771 $19.5 Billion
Q3 2024

Oct 25, 2024
BUY
$33.74 - $37.96 $1.79 Million - $2.01 Million
52,962 Added 15.28%
399,658 $14.4 Billion
Q2 2024

Aug 08, 2024
BUY
$34.2 - $36.64 $11.9 Million - $12.7 Million
346,696 New
346,696 $11.7 Billion

Others Institutions Holding SPDW

# of Institutions
967
Shares Held
495M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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